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Help clients maximize Social Security spousal and survivor benefits

Maximize Benefits. Minimize Confusion.

Social Security spousal and survivor benefits are among the most misunderstood—and underutilized—parts of the program. Educating clients about claiming strategies empowers you to deliver more personalized, holistic guidance—building trust and setting your practice apart.

 

Learn:

  • How to boost household income by aligning benefits for married couples
  • Enhance survivor benefits through thoughtful timing decisions
  • Uncover opportunities for divorced clients eligible through an ex-spouse’s record
Resource icon Resources

Client Presentation

Client Flyer

Click here to order materials

Next Steps

1 Download or order the worksheet
2 Use the worksheet as a resource when discussing claiming strategies with clients in married, widowed, or divorced situations

 

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*Contact your Hartford Funds representative or call 800-456-7526 about CE information. Hartford Funds Distributors, LLC, Member FINRA is the provider of CE credits.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses to certification marks, CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Accepted by the CFP Board for CE credit. 

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