Social Security Insights

The Social Security Fairness Act makes retirement benefits available for more workers. Help your clients know the role Social Security can play in their retirement income plans.

Explore the many factors that can impact a client’s estimated Social Security amount and ways to help guide them through important retirement decisions.

Discover 5 of the most common Social Security issues that could impact your female clients and how you can help them maximize their benefits.

Understand what questions clients ask most often about Social Security – and how you can help answer them.

Discover three case studies that can help you jumpstart important conversations about Social Security claiming decisions.

For divorced clients to qualify for ex-spouse Social Security benefits, they need to meet certain requirements. Learn more about their options and how to lead an informative discussion.

Help your married clients make the most of their Social Security payments by coordinating their benefits with their spouse. Here’s a closer look at spousal benefits and how they work.

Most Americans depend on Social Security benefits for at least part of their retirement income. Here are some reasons why waiting until full retirement age, or beyond, may pay off for clients.