Business Builders

Reinforce the Social Security conversation

Help clients using our Social Security resources

Share resources with your clients

FAQs on Social Security program changes
Help clients get answers to Social Security questions following recent legislative changes.

Understanding Social Security retirement benefits
Help clients learn the fundamentals that influence Social Security benefit amounts with this brochure.

Social Security retirement benefits: Quick reference
Understand the facts and figures surrounding Social Security with this quick reference guide.

Social Security claiming strategies
Guide your clients through their decision-making with our articles and resources online.

Resources for you

Helping to Secure Your Clients' Retirement

Use this seminar to learn how Social Security benefits work for individuals and spouses, as well as how to help your clients decide which benefits to collect and when to collect. Download the seminar here.

An Advisor's Guide to SS Collection Rules & Strategies
Gain an in-depth look at retirement and disability benefits, including potential collection strategies.