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Helping Clients Maximize Social Security Income

February 2024  |  33 minutes
This webinar is for financial professionals only.

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Clients are typically misinformed about Social Security.

And that leaves you with a key planning opportunity.

See how you can guide clients to make better decisions now that can set them up for getting more out of their hard-earned Social Security benefits. You’ll learn how to:

  • Use Social Security statements to start a meaningful conversation
  • Reduce potential tax exposure of benefits
  • Maximize total lifetime value using the cost-of-living adjustment
  • Increase your client’s legacy while meeting retirement income goals

Join us for this insightful webinar and unlock strategic planning opportunities that pave the way for a secure retirement for your clients.

Featured Speaker

Randy Kitzmiller’s strength is his ability to simplify complex problems and solutions. With more than 25 years of experience, he works with advisors in Minnesota, Wisconsin and Iowa to help their clients find protection and security in their retirement planning.

Featured Speaker

Kegan Morris works with advisors and their clients to manage retirement risks and deliver solutions that give them peace of mind. His goal is to help advisors gain a deeper relationship with their clients, and make sure those clients don’t wake up in the middle of the night wondering what the next market correction could mean to their retirement.