Help clients maximize their Social Security benefits

When claiming Social Security benefits, it's important for retirees to understand their options to maximize their benefit.

The value of waiting? Up to 8% per year.

Waiting to collect Social Security benefits until age 70 can add up to an extra $1,080 per month.

Key considerations for when to claim Social Security benefits

Health status


Retirement lifestyle

Three claiming strategies to consider

There may be opportunities for clients to boost their Social Security benefits1

Strategies for couples

Spouses should evaluate options to determine when to file for benefits

Survivor benefits

Typically works best if one spouse is expected to outlive another

Former spousal benefits

Ex-spouses may be eligible for a portion of benefits

Want to know more?

Let's talk about retirement solutions for your clients.