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 of 33% retirees’ income1, understanding Social Security basics and claiming maximization options may give you a competitive edge. In fact, Social Security planning is one of the top client concerns, even among those in upper income brackets.2

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


  1. ^Social Security Administration 2017 Fact Sheet.
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  2. ^PLANSPONSOR ( Article "Healthcare Costs, Social Security Concerns Near-Retirees"