For most Americans, Social Security benefits remain a major source of retirement income.1 Discussing Social Security strategies can be a natural way for financial professionals and their clients to begin building a comprehensive retirement plan.
Empower Clients to Make the Most of Social Security Benefits with our Social Security Analyzer
Our new tool analyzes client information to provide tailored estimates of the monthly, annual, and lifetime Social Security benefits they can expect throughout retirement. Download, fill out, and email the attached form to the Retirement Strategies Group to receive a specialized report comparing three potential claiming options and a recommendation for your client’s optimal claiming strategy.
View a sample report.
-
Deciding When to Claim BenefitsKey facts to assist you in guiding clients on how to maximize retirement income using Social Security claiming strategies. -
The Restricted ApplicationHow the little-known Restricted Application may help married and divorced clients optimize Social Security retirement income. -
Understanding Spousal Survivor BenefitsKey facts about Social Security retirement benefits for surviving spouses. -
Expand Your Professional Referral Network by Being Knowledgeable about Social SecurityHow to expand your network of professional contacts (centers of influence) by becoming a go-to resource for Social Security information. -
Social Security FAQsAnswers to common questions that clients may ask about Social Security benefits.
-
2023 Retirement Plan and Social Security Limits OverviewUse this quick-reference sheet to keep you and clients informed of changes to retirement plan and an Social Security Limits overview. VLC0889-0123Download Email
-
2023 Federal Tax Amounts and LimitsUse this quick-reference sheet to keep you and clients informed of changes to federal tax amounts and limits. VLC0888-0123Download Email
Want to Talk Further on this Topic?
The Retirement Strategies Group, subject-matter specialists with advanced degrees and designations such as CFA®, CFP®, ChFC®, CLU®, and JD, are ready to help.
Call
(800) 722-2333
In New York, (800) 748-6907
Email
RSG@PacificLife.com
Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.
Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.
Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. In New York, insurance products are only issued by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.
Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company.
The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.
No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency
For financial professional use only. Not for use with the public.