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Social Security enrollment is one of the most important decisions clients face when reaching retirement. For female clients especially, advisors should know certain nuances of Social Security to plan for the specific challenges women face.
Currently, 4 out of 5 women take Social Security early, locking in a lifetime of lower retirement income¹. In addition, women retirees spend 70% of their lower benefit paying for health care costs¹. Advisors can help female clients pick their optimal filing strategy as well as more accurately predict their payment in order to plan additional income as needed.
Advisors will learn:
♦ Which Social Security options may best serve female clients
♦ How enrollment can positively impact lifelong income
♦ About tools and solutions to tailor custom Social Security strategies
The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP®designation program.
The Certified Planner Board of Standards (CFP) has approved this program for 1 CE credit hour.
IMCA has accepted Women and Investing: Social Security for 1 hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications.
¹ Nationwide Retirement Institute® Consumer Survey on Social Security, conducted by Harris Poll, 2016.
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