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Social Security: Clients’ Five Top Questions Answered

Nearly 70% of people close to retirement age either failed or barely passed a basic Social Security quiz.* This knowledge gap reveals a critical opportunity to help your clients navigate the Social Security landscape. It’s not as complicated as it might seem—if you know the answer to these five questions. 

Join us to learn:

  • When to start the Social Security conversation
  • How to help clients maximize their benefits
  • What to do if you’re asked a question and aren’t sure of the answer

Featured Speaker:

MIke Lynch

Managing Director, Applied Insights
Hartford Funds

Hosted By:

Tom Barrett

Managing Director, Applied Insights
Hartford Funds

*Source:, 5/29/23

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