Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Want results? Ask your clients’ opinion (part 2)
By Van MuellerUse a presentation like this to inspire your prospects and clients to take action.
December 29, 2015
Ex-JPMorgan Bankers Accused of Stealing From the DeadTwo personal bankers stole $400,000 from inactive accounts, prosecutors say; preyed on accounts in Brooklyn, police say.
December 28, 2015
Kotlikoff: 10 Ways to Maximize Social Security Benefits Under New LawNearly 1.5 million baby boomers have till April 29 to decide whether to file and suspend their Social Security benefits, or to suspend if they have already filed.
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.