Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Beyond Social Security: Planning for Soon-to-Be Retirees
By David LaMartinaIt's crucial for advisors to optimize not just their clients' Social Security timing, but their entire portfolios for maximum future spending power.
February 26, 2014
Social Security Payback Still a Good Option for Early CollectorsEarly collectors who change their minds can return their benefits within one year and reap the rewards of waiting later on.
February 21, 2014
4 product trends to know about in 2014From advanced uses of indexed life insurance to Med Supp sales strategies, these are the topics at the top of advisors' knowledge wish lists.
February 21, 2014
4 product trends to know about in 2014From advanced uses of indexed life insurance to Med Supp sales strategies, these are the topics at the top of advisors' knowledge wish lists.
February 20, 2014
Obama’s budget drops plan to limit Social Security increasesThe plan was part of a bid by the president to engage in deficit-reduction negotiations with Republicans.
February 20, 2014
Obama’s budget drops plan to limit Social Security increasesThe plan was part of a bid by the president to engage in deficit-reduction negotiations with Republicans.
February 20, 2014
Obama’s Budget Drops Plan to Limit Social Security IncreasesThe so-called chained-CPI formula was part of a bid by the president to engage in deficit-reduction negotiations with Republicans.
February 14, 2014
Raymond James Adds $100M Team; $84M Rep Returns to Securities AmericaThe team joins from Wells Fargo, while the advisor comes back after departing from Valmark Securities.