3 Mark Financial Blog

January 20, 2016 Nationwide – Social Security – The Choice of a Lifetime

Recorded webinar: Nationwide

For financial advisors, the Social Security decision is an opportunity to help clients with one of the most important decisions they face about their retirement – a decision that could potentially result in accumulating hundreds of thousands of dollars in additional retirement income. Providing guidance for this important decision can help advisors strengthen existing client relationships, plus set the stage for a broader discussion about their clients’ retirement income plans. This presentation breaks down and simplifies the many rules and filing options for Social Security, and demonstrates how advisors can help clients make a suitable decision for their needs by analyzing and comparing different Social Security filing options





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