For many Americans, Social Security will make up a significant portion of income in retirement, yet few understand Social Security basics and claiming options.

As Social Security benefits represent about 39% of retirees’ income1, understanding Social Security basics and claiming maximization options may give you a competitive edge. In fact, Social Security planning is the number one client concern, even among those in upper income brackets.2

Use these tools to help your clients build a successful plan for Social Security retirement benefits.

1Employee Benefit Research Institute Current Population Survey, March 2011

2Financial Advisor Magazine ( article “No. 1 Concern Among These Wealthy Clients? Social Security”

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