Maximize Social Security Income
One of your baby boomer clients' top concerns is outliving their retirement savings.
The decision about when to collect Social Security retirement benefits is a key
factor in creating a successful retirement strategy.
Offering Social Security education and advice will help you boost loyalty and increase referrals. Sign in now to receive BlackRock's detailed recommendations for the 6 steps to Social Security success.
Have the Right Conversations with Clients
- Discuss Fundamentals which influence benefit amounts
- Make clients aware of additional benefits for spouses and families
- Customize the conversation
- Discuss potential strategies
Have the Right Conversations with Centers of Influence (e.g. CPAs, attorneys)
- Hold a breakfast or lunch meeting on Social Security for CE Credits
- Offer to run customized Social Security calculations for their clients using the Social Security Benefits Estimator