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ADVISOR EDUCATION
Why Social Security matters
Help your clients and prospects optimize their Social Security benefits
Most investors don’t know all they need to about their Social Security benefits. That knowledge gap represents a powerful opportunity for financial professionals.
Nuveen can help your clients and prospects optimize their Social Security benefits:
- Uncover benefits clients are entitled to receive
- Evaluate a range of potential collection strategies
- Help clients identify and correct errors that could be costly
To learn more about engaging clients in retirement and other financial planning conversations, please contact your Nuveen Advisor Consultant.
Featured advisor education insights
The power of Social Security conversations with younger investors
A winning give and take for those under 60 and their advisors
Advisor Education
Medicare quick reference client guide
2026 Medicare rules and costs.
Social Security case study
One spouse has had significantly higher earnings than the other
1 min. read
Busting the myth of Social Security insolvency client paper
The truth is that Social Security is not going away. The system will, however, need some big changes.
4 min. read
~ 8 minutes long
Managing your retirement income strategy client guide
Create a solid plan that can turn your assets into a source of steady income throughout your retirement years.Additional advisor education resources
Offer clients valuable tax guidance and advice.
Provide clients with a personalized wealth transfer action plan at a scale that's manageable.
Align the services you offer with the priorities of your clients and prospects.
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