Navigating the Widow(er) Benefit with Social Security Timing

The Social Security benefits process can be complicated for widows and widowers. It's important for financial advisors to know when your widow and widower clients will pass their earnings test, the exact month and year that your client should begin claiming benefits as a widow or widower, and much more. 

Download our white paper now and learn how to assist your clients as they prepare to claim benefits.

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