Webinars With Industry Experts

Optimizing Social Security Claims In Retirement Income Planning

Social Security claiming strategy is a cornerstone of retirement income planning.

The advantage of deferring Social Security retirement benefits beyond full retirement age can be significant when a client is expected to live beyond his or her actuarial expected lifespan. But is it advantageous to defer Social Security benefits even if a client dies before his or her actuarial life expectancy? We will explore the various options clients face in choosing a Social Security claim strategy and optimizing it to fit into a retirement investment portfolio, including:

  • • Who should claim social Security – you or spouse – based on your retirement planning horizon?
  • • What claim strategy gives you maximum life time benefits based on the length of your plan and life expectancy?
  • • When each spouse should claim his or her own benefit?
  • • Which spouse should file a “restricted” application for only a spousal benefit?
  • • How does the claim strategy fit in with your overall retirement income plan and investment strategy?

 

Speaker Manish Malhotra, President & CEO of Income Discovery is a software engineer and MBA. Before founding Income Discovery in 2010, Malhotra was senior vice president at Citigroup Global Wealth Management (Smith Barney and Private Bank), leading the IT strategy and architecture.

This session is eligible for IMCA® CE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO