Every day, nearly 10,000 baby boomers reach age 62 and face the decision of when to take their Social Security payments.

Customers who work with an advisor report receiving over 19% more in Social Security benefits than those who do not, and more report being able to do the the things they wanted when they retired. 

Below and to the right are resources that will help you be prepared to answer customer questions on Social Security, identify planning opportunities for your practice, and help guide customers to better Social Security outcomes.

Visit the Longevity Specialists website today for sales ideas, tools and products for clients and prospects approaching retirement.

• S.S. and Life Insurance Advisor Guide
• Marketing the Social Security opportunity
• 2017 Social Security Consumer Survey Results

• The Importance of S.S. to your clients
• Social Security opportunity
• Social Security SPIA sales idea
• Social Security Analyzer
• Social Security 360 Analyzer Sample Report
• Using Life Insurance to get the most out of S.S.

Contact a member of the 3 Mark Sales or Marketing Team for more information at 888-533-6275.