Social Security: 12 Keys to Optimizing Benefits

Thursday December 10th
9:00 a.m. PT.

Social Security continues to play a critical role in retirement strategies. Are your clients taking full advantage of what Social Security has to offer?

We’ll show you how to help your clients go beyond the basics by sharing 12 keys to enhancing Social Security benefits:

• Seven keys that help you understand the basics of Social Security, including when a person may want to consider taking benefits, and how the benefits are funded and calculated

• Four keys that take a deeper dive into Social Security, such as joint-life analysis and break-even analysis

• Finally, taking the next step with the Rethinking Retirement program

You won’t want to miss this informative webinar. Register today!

For more information call:


Please note that the issuing company, their affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney. The presenter can provide information, but not advice related to Social Security benefits. Clients should seek guidance from the Social Security Administration or regarding their particular situation.

For financial professional use only – not for use with the general public.

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