The Social Security Income Planning Advisor

Becoming fluent on how to help your clients maximize and optimize their Social Security income election can essentially guarantee you a large, captive client audience for your financial services and products.
Consumers are looking closely at Social Security to harvest more income. The variance between a poor and really sound income election decision can be in excess of hundreds of thousands of dollars over a couple’s and single’s lifetime—in today’s dollars!

Understanding the SSI ‘Suspend & Restart’ Rule

Understanding how the Social Security Suspend and Restart Rule works can open doors for advisors to a large new pool of prospects while significantly increasing and adding value to their existing client base. Many – actually over 50% – of retirees claim their Social Security at early age 62, as soon as they are able to. Many of these early claimants may later regret the decision and wish they could make a different choice.