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.

Social Security

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.
Investor Guide
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.

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