Social Security & Medicare

January 29, 2016

Provide more comprehensive retirement income planning by helping clients understand how to maximize Social Security and Medicare.

Learn three crucial factors that can make a difference in determining when and how retirees should file for benefits.

Social Security

When is the best time for clients to elect benefits? Determine a strategy to maximize benefits with these tools.

Get the Most from Social Security Help clients understand their Social Security benefit and what can make a significant difference in their income.	Download
Investor Guide Create a retirement action plan and help clients understand their benefit and the options available.	Download

Medicare is a critical—and confusing—component of retirement planning. Help clients make sense of it.

Getting the Most from Medicare Benefits Reduced Medicare benefits is a major concern for retirees. Educate clients on Medicare’s pros, cons, and costs.	Download
Investor Guide Help clients take charge of their retirement with these tips about Medicare options and costs.	Download