When building comprehensive retirement income plans, Social Security is a crucial element that is often overlooked. Our resources can help you educate clients, optimize benefits and identify products to fill any gaps.
Learn the basics of Social Security
Integrating Social Security benefits into your planning process provides clients with a comprehensive and accurate view of their potential retirement income. Use this guide to incorporate Social Security benefits into clients' retirement strategies for a more thorough financial outlook.
Social Security resources to help you connect with clients
Apply informed Social Security strategies to your clients' retirement planning with tools that offer clear guidance—from key insights to practical checklists—for better retirement outcomes.
8 things you should know about Social Security
Social security timeline
Annual retirement checklist
Understanding Social Security consumer guide
Windfall Elimination Provision
Estimate and optimize Social Security benefits
Use our Social Security benefits calculators to accurately estimate monthly benefits, compare filing strategies and support comprehensive retirement planning for your clients.
Other related topics
Understanding the basics of Medicare
Maximize income, growth and flexibility with Protective%%®%% Aspirations variable annuity
Resources to support your client conversations
WEB.3025874.07.25
To exercise your privacy choices,