Social Security

For most Americans, Social Security retirement benefits remain a major source of retirement income.1 Discussing Social Security income 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 Retirement Benefits with our Social Security Analyzer

Our tool analyzes clients' information to provide estimates of the monthly, annual, and lifetime Social Security retirement benefits they may receive throughout retirement.

 

Receive a specialized report comparing potential claiming options for your client’s optimal claiming strategy.

 
Icon

Download and fill out the form

 

Icon

Email the form back

 

 

Icon

Get a specialized report sent to your inbox

 

Icon

Share the report with clients

 

Social Security Topics

altText
Deciding When to Claim Benefits
Key facts to assist you in guiding clients on how to maximize retirement income using Social Security claiming strategies.
altText
Understanding Spousal Survivor Benefits
Key facts about Social Security retirement benefits for surviving spouses.
altText
Social Security FAQs
Answers to common questions that clients may ask about Social Security retirement benefits.
No data found
Load More

Discover More Resources about Social Security

Whether your client needs a calculator to estimate Social Security retirement benefits or further education on how Social Security fits into retiremement planning, we have resources for you. Enhance your retirement-planning conversations with our client materials, or dive into specific topics with our Social Security-centeric blog posts.

Social Security Client Materials
Social Security Blog Posts

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, ext. 3939 or (800) 748-6907 in New York | Email: RSG@PacificLife.com

VLQ4879-00 11/25 E1128

¹DeSilver, Drew. "What the data says about Social Security." Pew Research Center. May 20, 2025. 

Pacific Life, its affiliates, 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 subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states 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.