Maximizing Social Security: Navigating the Client Conversations
August 14 @ 1:00 pm - 1:30 pm
On average, Social Security represents 30% of a retiree’s income,1 heavily influencing the way in which they live in retirement. However, just one misstep could cost an individual over $250,000.2
With over 9,000 ways to claim social security,3 it is imperative that clients feel informed and educated on the best strategy for them. Due to its importance and complexity, this strategy should be discussed with every client.
Attend Simplicity’s upcoming webinar to learn how to:
Identify and address the key retirement risks
Initiate an informed Social Security discussion
Present a clear strategy for your client by utilizing Simplicity’s tools and resources
On average, Social Security represents 30% of a retiree’s income,1 heavily influencing the way in which they live in retirement. However, just one misstep could cost an individual over $250,000.2
With over 9,000 ways to claim social security,3 it is imperative that clients feel informed and educated on the best strategy for them. Due to its importance and complexity, this strategy should be discussed with every client.
Attend Simplicity’s upcoming webinar to learn how to:
Identify and address the key retirement risks
Initiate an informed Social Security discussion
Present a clear strategy for your client by utilizing Simplicity’s tools and resources
Details
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