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Advisor Education
The power of Social Security conversations with younger investors
Listen to this insight
~ 2 minutes long
A winning give and take for those under 60 and their advisors
Investors learn:
- Why auditing their work history can help ensure they receive all the benefits they are entitled to—and how to do it successfully
- The types of future benefits they can expect to receive
Advisors can leverage these educational conversations to:
- Offer guidance and set the stage for fruitful future conversations
- Uncover potential needs for additional disability and/or life insurance coverage
- Learn about any retirement assets currently held away
- Gain insight into the investor’s earnings history
Other recent insights
Evaluate your readiness for private market investments.
The strategic timing of relevant strategies helps you optimize their benefits
Nuveen’s proprietary generational investing study identifies the expectations of future high net worth clients.
This material, along with any views and opinions within, are presented for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market, economic, or other conditions, legal and regulatory developments, additional risks and uncertainties, and may not come to pass. There is no promise, representation, or warranty (express or implied) as to the past, future, or current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such. This material should not be regarded by the recipients as a substitute for the exercise of their own judgment.
Tax rates, along with IRS and Social Security Administration regulations are subject to change at any time, which could materially affect the information provided herein.
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