Maximizing Social Security: Navigating the Client Conversations

Thursday, August 14th, 2025 | 1:00 PM ET | Virtual

By submitting this form and opting in, you consent to receive marketing updates, account-related notifications, and customer care messages from Simplicity Group at the phone number provided, including messages sent via an auto dialer or automated system. Message & data rates may apply. Message frequency varies. Carriers are not liable for delayed or undelivered messages. Reply HELP for help and STOP to cancel. View our Terms and  Privacy Policy.

On average, Social Security represents 30% of a retiree’s income,1 heavily influencing the way in which they live in retirement. However, just one misstep could cost an individual over $250,000.2

With over 9,000 ways to claim social security,3 it is imperative that clients feel informed and educated on the best strategy for them. Due to its importance and complexity, this strategy should be discussed with every client.

Attend Simplicity’s upcoming webinar to learn how to:

  • Identify and address the key retirement risks

  • Initiate an informed Social Security discussion

  • Present a clear strategy for your client by utilizing Simplicity’s tools and resources

 

1-Social Security Administration. (2024). Social Security Basic Facts. Retrieved November 01, 2024, from ssa.gov/news/press/factsheets/basicfact-alt.pdf.
2-https://www.fdic.gov/about/financial-reports/reports/2023annualreport/2023-arfinal.pdf
3-Brian J. Alleva. (2017, November). Social Security Retirement Benefit Claiming-Age Combinations Available to Married Couples. Social Security Administration. Retrieved November 01, 2024, from ssa.gov/policy/docs/rsnotes/rsn2017-01.pdf.