Marketing Programs

Social Security Benefit Education

THE retirement planning topic for years to come!

Would prospects do business with you if you found them $30 to $100 K in additional lifetime Social Security benefits? Brokers Edge can help you open the door to more appointments using our Social Security Toolkit to provide prospects information and assistance in understanding their Social Security benefits!

There are just over 40 million Americans age 65 and older, and they make up 13 percent of the population. By 2030, the over-65 crowd will reach 20 percent of the population. At that time the median age of Americans will increase to 39.6 years, up from 37.2 today and a significant increase from a little under 30 in the 1960s and '70s.Currently 10,000 Baby Boomers, the largest generation in history, become eligible for Social Security retirement benefits every day!

It is estimated that up to 70% of Social Security income recipients have elected claiming strategies which leave thousands of benefit dollars on the table over their lifetime! With the variety of available elections that can be made, understanding Social Security retirement benefits can be confusing. Many Americans are unaware of their optimum claiming strategy, or searching for guidance to understand and maximize their Social Security benefits. You can provide them with the information they need.

Ask your Annuity Marketing Consultant for the marketing tools, resources and support you need to thrive in this market for years to come!

The official Social Security website:
Social Security's online services continue to hold the top spots for customer satisfaction. In the recent American Customer Satisfaction Index quarterly report, Social Security continued to score higher than the best private online services, including Amazon.

Social Security Administration - Retirement Planner:
The three major elements of your retirement portfolio are benefits from pensions, savings and investments, and Social Security benefits. To help you plan for retirement, use the Retirement Planner to explore a variety of retirement scenarios. You can use a range of assumptions about future earnings or when you will stop working.

Social Security Administration - Information for Financial Planners:
This site provides information to financial planners regarding the various Social Security programs and Medicare and is a valuable resource in helping your clients plan for retirement or other life events.

Center for Retirement Research at Boston College:
Recognized by the New York Times as “…the nation’s leading center on retirement studies,” their research covers any issue affecting individuals’ income in retirement. Focus areas include: Social Security, State and local pensions, Health/long-term care, Financing retirement and Older workers. The Center’s work goes beyond economics. Their studies include behavioral factors that drive individuals’ decisions so solutions can be crafted that work in practice, not just in theory.

Premier Social Security Consulting:
Looking for unique knowledge so that you can better help your clients reaching their Full Retirement Age? Your clients have questions regarding Social Security. Our National Social Security Advisor certification insures you will be a valuable resource for your clients. Become a National Social Security Advisor, (NSSA). We offer Education & Certification or simply just Education on Social Security at our seminars and webinars across the nation.

National Academy of Social Insurance: Social Security Benefits, Finances, and Policy Options: A Primer (View Article)

Center for Retirement Research: Social Security Claiming: Trends and Business Cycle Effects: (View Article)

Income Planning and Social Security: Helping clients maximize their Social Security income is just the first step in creating reliable retirement income. Take advantage of our income planning presentation – IncomePLUS. Click here for details on this program and how you can fill the potential “income gap” between a prospect’s actual retirement date and taking Social Security benefits, provide guaranteed lifetime income, and protect their nest egg!