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

Should your clients elect benefits early? Should they wait until they're 70? Our suite of tools can help you determine the best strategy to help your clients maximize their benefits:

"What You May Not Know About Social Security Retirement Benefits" white paper
Learn Social Security basics and explore strategies for maximizing your clients' benefits.
Frequently Asked Social Security Questions
What are spousal benefits? When can a widow claim benefits? Find the answers to these and other questions.


Medicare is another critical—and confusing—component of retirement planning. Help clients make sense of it using our helpful guides:

Medicare Financial Professional Guide
Answer your clients' common Medicare questions – such as when and how to enroll, how the four parts of Medicare differ, and which may be best for your clients.
Investor Guide
Give your clients the knowledge to take charge of their retirement by helping them better understand their Medicare options and costs.


Become a family wealth advisor
Go beyond the Boomers for a strong and growing practice.