Bridge the Social Security information gap with customers
Social Security is a key element in almost everyone's retirement income plan and part of a comprehensive approach to financial planning. We have resources that can help you educate customers, optimize benefits and identify products to fill any gaps.
Help them make the most of their benefit
Ensure customers understand Social Security and maximize their benefits since, on average, it provides beneficiaries 40% of their pre-retirement income.¹ Your efforts can yield long-term benefits for them and enhance your value as a trusted retirement resource.
Timing is everything with Social Security
Help customers understand the timeframe for accessing Social Security so they have the information they need to maximize their benefits. Download and share the complete flyer from the Resources section below.
Share your Social Security knowledge at a customer event
Position yourself as the ‘go-to’ resource for customers’ retirement planning needs by hosting an informational session on Understanding Social Security. We’ll provide everything you’ll need to be successful from invitations to presentation, including this helpful customer workbook.
Explore Social Security options with this essential tool
Helpful resources on Social Security
Want to expand your Social Security knowledge? Need more tools to support your conversations with customers? Just download these Social Security resources.
Other related topics
Understanding the basics of Medicare
The role of guaranteed income in retirement planning
Important income risks to consider in retirement planning
We’re here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security customers deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.