- Why Social Security?
Tools to boost your knowledge & engage clients
With record numbers of Baby Boomers retiring, there is need for Social Security education — and great business growth opportunity for financial professionals who provide it.
Social Security is a critical factor in retirement planning—but one that can be overwhelming to many investors. Consider that:
- Social Security often replaces about 40% of pre-retirement income.1
- 74% of current retirees are receiving a reduced Social Security benefit.2
Listen to Joe Moklebust give his thoughts on engaging your clients in this critical conversation.
These findings reveal a gap in both income and knowledge — making Social Security education and planning a great opportunity for you to:
- Demonstrate your value as a trusted financial professional.
- Uncover additional assets through the retirement income planning process.
- Obtain referrals and grow your business.
Become familiar with all facets of Social Security — and effectively engage clients to help them maximize their Social Security benefits by accessing our suite of tools.
1LIMRA analysis of U.S. Census Bureau's Current Population Survey, March 2010 Supplement. Analysis based upon fully retired households. Age is the age of the head of household.
2Source: Social Security Administration Annual Statistics Supplement, 2011.
Enhance your Social Security knowledge and maximize the opportunity to grow your business with our robust suite of tools.
To order Social Security materials from Principal Funds, contact 800.787.1621.
Broker/Dealer Use Materials
Financial Professional Guide
Strategies to maximize your clients' Social Security benefits.
Social Security Calculator Guide
Learn more about Principal Fund's Social Security Calculator to help Clients Maximize Retirement Benefits.
What You May Not Know About Social Security Retirement Benefits
Answers to Financial Professionals' Frequently Asked Questions
Learn How to Build Your Business with Client Events
Hosting a client event can be an effective way to build your business.
To obtain a prospectus, download online or call Sales Support at 1.800.787.1621
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Sales Support at 1.800.787.1621.
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