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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.

Social Security filing strategies are crucial to maximizing retirement income for clients. Learn more about the solution below.

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Alyson is a key member of both the Marketing and Advisor Success Teams at LifeYield. She's been supporting advisors using Social Security Advantage for 3+ years, which makes her an important Social Security author to watch. She writes monthly about Social Security secrets, niche cases and lessons learned supporting clients in the digital era.
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