10,000 Baby Boomers are turning 65 every day. 72% of them are without protection of a defined benefit plan. For many, Social Security will be one of the most important resources they have for retirement income. As a result, they have questions and concerns. They might ask:
“When should I apply?”
“If I wait, will my benefit grow to a larger amount?”
“Should I apply early and collect as long as I can?”
We are happy to announce that we now have access to a tool that can help you with this. The “Social Security Explorer” tool can help provide the answers. The Social Security Explorer can give you an easy way to approach clients. Just by getting a few pieces of information you can expand your conversation about retirement planning including how life insurance and annuities can play a role in helping them meet their income goals.
The tool can show:
- Impact of taking benefits early vs. late
- The best strategy by age
- Taxation of benefits
We can provide you with the presentation and marketing materials. Included are 4 pre-recorded presentations; a step-by-step getting started guide; a client pre-approach letter and two case studies.
Give us a call to learn about this powerful tool.