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Simplify the Social Security Process

The Social Security benefits process can be complicated for widows and widowers. Learn how to assist your clients as they prepare to claim benefits.

  • Know when your widow and widower clients will pass their earnings test.
  • Learn the exact month and year that your client should begin claiming benefits as a widow or widower.
  • Increase client retirement value up to $100,000.
  • Understand which strategies will lead to the best overall life expectancy combinations.
  • Provide options — help clients understand the options available, as well as the most beneficial choices for their personal situation.

Got questions? Contact our team!