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Advisor Education

Why Social Security matters and how to get the most out of it

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Overview

Chances are that your clients and prospects don’t know enough about Social Security, including how much they can expect to receive in benefits. That knowledge gap represents a powerful opportunity for financial professionals.

Why we created this program:

The share of wallet for advisor firms that are the main source of retirement advice is 72%.*

*Source: NAPA, Oct. 13, 2021. https://www.napa-net.org/news-info/daily-news/providing-retirement-advice-critical-growing-share-wallet

In this program, we explore how financial professionals can

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