Social Security Optimization

Each of your client’s Social Security retirement benefits represents a lifetime’s worth of savings, time and work. Although many Americans are familiar with the basics of Social Security, few are able to figure out exactly the best way to file so they can get the most out of all they have put in.

We can help you analyze and understand client Social Security benefits and provide educational materials to help your clients maximize those benefits.

For example, delayed filing for Social Security can potentially increase the benefit amount by a rate of eight percent per year1. But married couples, widows/widowers, and people who are divorced but were married at least 10 years have more options than simply waiting until age 70.

We will help you analyze and present options so that each of your clients can get the maximum amount of benefits for their retirement lifestyle.

1 Source: Incentivizing Delayed Claiming of Social Security Retirement Benefits Before Reaching the Full Retirement Age,” Social Security Administration