Social Security:

3 Ways to Get Clients More

Nearly nine out of 10 individuals age 65 and older receive Social Security benefits, which represents about 33% of their income.1 Yet nearly half of adults ages 50 and older couldn’t pass a simple true-false Social Security quiz.2 Help your clients understand the factors that impact their Social Security benefits so they can get the maximum amount.

Join us to learn how to answer these common questions:

  • Timing: When should I file for Social Security benefits?
  • Work: If I file and continue to work, are my benefits affected?
  • Taxes: Will I pay taxes on my Social Security benefits?

Date: Tuesday, March 12

Time: 4:00 p.m. ET / 1:00 p.m. PT

Featured Speaker:

Mike Lynch

Managing Director
Strategic Markets
Hartford Funds

Hosted By:

Tom Barrett

Sr. Marketing Consultant
Hartford Funds

1Social Security Fact Sheet, ssa.gov, 2/11/18
2Half of Americans fail this quiz on Social Security retirement benefits, cnbc.com, 5/15/18
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