Planning Opportunities Using Social Security
March 2022 | 12 minutes
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Social Security is commonly misunderstood by Americans.
The statistics prove that even what clients think they know about Social Security is typically misinformed. And that leaves you with a key planning opportunity. Watch this 10-minute training to see how you can guide clients to make better decisions now that can set them up for retirement income success, including:
- Using Social Security statements to start a conversation
- Reducing tax exposure of benefits
- Maximizing total lifetime value using the cost of living adjustment
- How to increase a legacy while meeting retirement income goals
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.