Social Security - Beyond the Basics: An Advisor's Guide to Social Security
Learn how you can position yourself to provide guidance by becoming familiar with the facets of Social Security and advanced concepts to help your clients better understand this topic.
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As more and more Baby Boomers get hit with the reality of retirement, the need for financial guidance will only grow.
MoneyGuide and Principal developed an eBook for advisors to learn how you can position yourself to provide guidance by becoming familiar with the facets of Social Security and advanced concepts to help your clients better understand this topic.
- Examine Social Security spousal and survivor benefits
- Discuss Social Security advanced issues, such as the Windfall
- Elimination Provision, Government Pension Offset, and dependent benefits
- Address how to identify the Social Security opportunity
- Explore the application of social security in a client’s financial plan
Read our eBook to learn more.