The program, “Unlocking Social Security,” was designed to meet the needs of the 78 million Baby Boomers who are expected to retire over the next 20 years and their advisers. According to a recent statement, the guide provides information on Social Security, helping advisers start conversations with their clients about maximizing benefits and calculating lifetime income.
The “Unlocking Social Security” program contains materials for individual adviser-participant meetings as well as seminars, including:
- Conversation Cards: Break down complex topics into key talking points, divided into categories according to a client’s age;
- Presentation: Addresses common questions and encourages further discussion;
- Client Guide: Offers clients sample questions to ask their advisers during meetings to help them better understand their benefit options.
Financial professionals may click here for more information.