Adding Value For Your Clients: An Investor’s Guide To Social Security

Do your clients need to know more about Social Security?  There are 3 simple steps an advisor can follow to help their clients realize their maximum benefit:

  1. Know Your Benefit
  2. Understand Your Options
  3. Determine A Path To Maximize Your Benefit

This pamphlet from Principal Financial Group will help you explain how to get the most out of their Social Security benefits. Click on the link to download. 

Social Security Client Guide MM4926-05[1]

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