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, you should discuss with each of your clients what the best strategy for them would be.

Attend Simplicity’s upcoming webinar to learn how to:

1 - Social Security Administration. (2024). Social Security Basic Facts. Retrieved November 01, 2024, from ssa.gov/news/press/factsheets/basicfact-alt.pdf.
2 - https://www.fdic.gov/about/financial-reports/reports/2023annualreport/2023-arfinal.pdf
3 - Brian J. Alleva. (2017, November). Social Security Retirement Benefit Claiming-Age Combinations Available to Married Couples. Social Security Administration. Retrieved November 01, 2024, from ssa.gov/policy/docs/rsnotes/rsn2017-01.pdf.




Count me in for 'Maximizing Social Security | Navigating the Client Conversations'

By submitting this form, you provide your consent to our processing of your information in accordance with InsurMark´s Privacy Policy You may opt-out of receiving email updates from InsurMark at any time by updating your email preferences. If you have any questions or would like additional information about the program, please reach out to [email protected].

As an ADO - Advisor Development Organization™, Simplicity-InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.