Social Security & Medicare
Provide more comprehensive retirement income planning by helping clients understand how to maximize Social Security and Medicare.
Quick guide to Social Security and Medicare
Get the basics on how Social Security and Medicare decisions impact your clients' retirement income.
Social Security and Medicare: Getting the Most from Earned Benefits
Learn three crucial factors that can make a difference in determining when and how retirees should file for benefits.
When is the best time for clients to elect benefits? Determine a strategy to maximize benefits with these tools.
|Social Security - Beyond the basics|
Explain advanced concepts and answer common questions that your clients are looking to understand.
|Get the Most from Social Security|
Help clients understand their Social Security benefit and what can make a significant difference in their income.
Create a retirement action plan and help clients understand their benefit and the options available.
Medicare is a critical—and confusing—component of retirement planning. Help clients make sense of it.