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Social Security Basics

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Prospecting tools and conversation starters

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 Fact finders, talking points, checklists

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Basic to advanced tools and strategies

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Learn Social Security basics and how to use new tools to grow your business

For financial professionals

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Share tools and start conversations about how Social Security may affect retirement planning

For your clients

Articles for you

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Articles for your clients

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Use resources that help incorporate Social Security into an overall retirement plan

For exclusive content and prospecting tools, log in or contact our Sales Desk at 888-ANNUITY (888-266-8489).

Social Security maximization

How and when to claim Social Security benefits is one of the biggest decisions retirees make. Demonstrate the impact different decisions may have on the amount of retirement income clients receive.

For more resources that support a Social Security maximization strategy with your clients, log in or contact the Athene Sales Desk at 888-ANNUITY (888-266-8489).

Social Security Benefits Calculator

For your clients

Social Security optimization

Athene Retirement Optimizer (ARO) is a strategy and a tool. Help your clients build a fortified retirement income plan, reduce required capital and increase the amount of retirement savings available for other needs.

Learn more about how to differentiate your business with the ARO strategy, tool and report. Log in or contact the Athene Sales Desk at 888-ANNUITY (888-266-8489).

For financial professionals

Sales Toolkits

Increase your product knowledge and get the sales tools you need to succeed. Check out the following resources for timely insight, in-depth product information and multiple client-approved materials designed to help you build better retirements and better your business.

 

 

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Not affiliated with or endorsed by the Social Security Administration or any governmental agency.

This material contains educational information regarding the availability and details surrounding the Social Security program and is not intended to promote any product or service offered by Athene. The information represents a general understanding of the Social Security Program and should not be considered personalized advice regarding Social Security, tax, or legal advice. Details of the Social Security Program are subject to change. Please consult with your tax or legal advisor regarding your individual situation prior to making any decisions. Visit www.ssa.gov for additional details.