Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
On the Third Hand: Lost
By Allison BellMaybe society needs a better system for helping the clueless cope.
December 23, 2015
Are you ready to discuss self-funding?The self-funded industry is growing across all sizes of employers. Here's what you need to know to start a conversation about it.
December 21, 2015
How to Handle Changes to Social Security Claiming RulesAn explainer of the recent changes to Social Security affecting two popular strategies: "file and suspend" and restricted application.
December 16, 2015
What the loss of key Social Security strategies means for your clientsHow should advisors counsel their clients in light of these changes?
December 15, 2015
What the loss of key Social Security strategies means for your clientsHow should advisors counsel their clients in light of these changes?
December 15, 2015
Craig Lack on self-funding tactics, strategies and opportunitiesWhy are health insurance premiums C.R.A.P.? A nationally recognized health care expert explains.
December 11, 2015
Social Security Changes: What Advisors Need to KnowNow is the time to meet with clients and formulate a plan before a window of opportunity closes on April 30.
December 10, 2015
How the Bipartisan Budget Act of 2015 affects Social Security prospectingBecause of the complexity of Social Security, its critical that your clients understand the new rules and restrictions.