Attracting Women Clients Using Smart Social Security Income Planning Techniques


Financial advisors who understand how to help women with their Social Security income election and folding this election into their overall retirement income picture will be in great demand.

This paper describes the demographic and specific needs of the female Social Security claimant. We further discuss “Women and the Social Security Education Void” and the multitude of ways women can benefit by making a smart Social Security income election.

It is clear that advisors who understand the need and concepts to help women with this critical financial decision can bring more value to their communities and their own financial practice.

Included in the white paper is a video case study of a widow(er) showing the value of smart Social Security claiming on the magnitude of the survivor benefit.

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