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Unlocking Social Security

Complimentary social security decisions guide

Understanding Social Security is a critical step for most of the 78 million Baby Boomers who will enter retirement in the next 20 years. But the program can be confusing, and mistakes are common.

This guide will help you understand the essential aspects of Social Security and get the most out of your retirement benefits. Email us at to request your guide.

Included are:

  • Age based conversation cards (45-60, 60-62, 63-65, 66+) - addresses important aspects of Social Security as they become relevant to your station in life. Use them with your financial professional to spark discussions that will form the basis for your personalized claiming strategy.             
  • Frequently Asked Questions -  provides answers to the most common questions about Social Security benefits in language that's easy to understand.