Social Security Strategies

Allow Jeff to help your clients disclose their specifics to him so the correct filing can be entered
The SSA has over 2,700 rules
Jeff Mandels

With 75 million baby boomers, 10,000 of them become eligible to receive Social Security every day yet only 4% are optimizing their Social Security claiming decision. With over 2,700 rules, the (SSA) Social Security Administration is not equipped to offer personalized assistance. In fact, SSA employees are not permitted to give advice beyond the basic benefits and amounts available to the worker at certain ages.

The longer you wait, the more you get is true. But it is not the only factor affecting the amount a retiree will collect.

Other details come in to play such as:

  • Relationship status – married, single, divorced, widowed, remarried
  • Collecting certain types of pensions
  • Continuing to work while collecting Social Security
  • Minor or adult disabled children
  • Life expectancy
  • Disability and more

An AARP survey shows that 2 out of 5 will rely on Social Security for a substantial amount of their retirement income and over 4 out of 5 will rely on it for some of their income.

With those real retirement numbers in mind, give Jeff a call. He has the knowledge, expertise, and cutting-edge software to find your clients’ ideal time for when they should begin claiming their hard-earned funds. Let’s not continue to leave money on the table. Optimization should be a reality, not a missed opportunity.

Call Jeff today at (206) 979-2601. We owe it to our seniors!

Over 97% of all Americans receive Social Security.

On average, Social Security income provides 1/3 of all retirement income.