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.

Monthly Benefits

Age 62

$1,400

Age 67

$2,000

Age 70

$2,480
3

areas to assess before claiming Social Security benefits:

  • • Health status

  • • Longevity

  • • Retirement lifestyle

Three claiming strategies to consider

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

1 2 3
Strategies for couples Survivor benefits Former spousal benefits
Spouses should evaluate options to determine when to file for benefits Typically works best if one spouse is expected to outlive another Ex-spouses may be eligible for a portion of benefits
1 Strategies for couples
Spouses should evaluate options to determine when to file for benefits
2 Survivor benefits
Typically works best if one spouse is expected to outlive another
3 Former spousal benefits
Ex-spouses may be eligible for a portion of benefits
 
 

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