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Retirement Planning > Social Security

Do you know these Social Security facts?

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If you’re an advisor selling to the boomer and senior markets, Social Security is probably a topic you entertain often. Clients are curious about which claiming strategy is best for them, how long their benefits will last, and how their individual situation (work history, marital status, annual income) impacts this income stream. Knowing your Social Security stuff is a good way to earn trust quickly. Take our quiz to see where you rank.