Using Social Security to Hedge Longevity Risk
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There are two questions almost every client will have to answer in retirement:
- How long will I live?
- When and how should I take Social Security?
We can’t answer the first question – longevity remains the greatest multiplier of risk in retirement. But we can help you guide clients through the complex choices surrounding Social Security. Their hard-earned money – and their future in retirement – are on the line.
Watch to learn from three National Social Security Advisor (NSSA®) Certificate holders. We discussed:
- Understanding which choices can maximize your clients’ benefits
- Working with modern families to create the largest benefit
- Integrating a mixture of Social Security with other sources of guaranteed income
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
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.
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.