How should my clients file for Social Security?

June 17, 2020 Alyson Dorosky By Alyson Dorosky

Our Social Security experts created a unique checklist for advisors to use with their clients to help maximize their Social Security benefits. Coupled with our LifeYield Social Security Advantage® report, this checklist will arm your clients with all of the necessary information they’ll need when they make their appointment with the Social Security Administration to file for benefits.

Download your copy of our Social Security Filing Checklist here:

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A customizable version is available to our subscribers in our Marketing Resource Center. Click here to access all available resources for advisors.

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