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!