Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Improve Catastrophic Condition Screening Process: Witnesses
By Allison BellAbout 93% of Compassionate Allowance applicants get SSDI benefits without appeals.
August 25, 2017
Don’t Use Reverse Mortgages to Fund Social Security Delay, CFPB WarnsThe consumer watchdog explains why reverse mortgages shouldnt be used to fill the income gap while delaying Social Security.
August 15, 2017
Social Security Working Retirement Tax: Which Spouse’s Earnings Count?Working while claiming Social Security may be common but so are complications, which magnify the advisors role in providing guidance.
August 07, 2017
Social Security 360 Analyzer® ToolDetermine optimal Social Security filing strategies and generate custom reports for your clients with a helpful tool from Nationwide. Sign up for a 30-day trial.
August 07, 2017
Simplify Social Security Filing OptionsLearn three key considerations your clients should make as they begin to plan their Social Security filing decision.
August 07, 2017
Social Security Article: How to Fix a MistakeMost clients file for Social Security before full retirement age, which could be a mistake. Learn four ways clients can change or alter their benefits.
August 07, 2017
About Social Security 360® ProgramDiscover an end-to-end client-ready solution that brings together education, expertise and a tool to help your clients optimize their Social Security income.
July 27, 2017
6 Cyber-Threats for Financial Firms in 2017: CiscoFinancial services firms in particular are lucrative targets for online criminals, according to Ciscos 2017 Midyear Cybersecurity Report.