We partnered with Greenwald Research and conducted exclusive research in the fall of 2024 to help you navigate Social Security decisions with clients. Our new white paper reveals how your clients feel about Social Security, the age most financial professionals recommend clients take Social Security and more. 

The white paper provides key insights that can help improve your knowledge and understanding of client concerns and opportunities during a time when the future of Social Security feels uncertain. Plus, our 4-step plan will make it easy for you to talk to clients about Social Security and optimize their plans toward a more secure future.

4 steps to approach Social Security planning

It can be difficult to know the most effective time to start discussions with clients. It may also be unclear what the most important considerations are for guiding clients on when to claim benefits. Political and economic uncertainty, combined with a client’s changing needs and circumstances, can make it challenging to offer strategic recommendations.

In our white paper, you’ll learn how to:

1. Know when to start discussing Social Security and claiming strategies with clients well before they plan to retire.
2. Form a strategy about when clients should claim benefits to maximize (or optimize) their retirement income.
3. Address client misconceptions and communicate your strategy about when to claim benefits.
4. Understand the importance of developing strategies to bridge income and maximize client payouts to meet financial needs.

Help your clients prepare for an uncertain future

Our research found that 30% of consumers¹ who have not yet claimed Social Security are not sure when they will. Right now, you have an opportunity to offer your clients valuable Social Security guidance and improve their confidence about their goals for retirement, even when the future feels uncertain. 

Explore our white paper for the full research and steps you can follow to effectively advise your clients.