Replay Now Available!


The Untapped Potential of Social Security: Claiming Strategies for Couples

Social Security spousal and survivor benefits are among the most misunderstood—and underutilized—parts of the program. Educating clients about claiming strategies empowers you to deliver more personalized, holistic guidance—building trust and setting your practice apart.

Learn how to help clients:

  • Boost household income by aligning benefits for married couples
  • Enhance survivor benefits through thoughtful timing decisions
  • Uncover opportunities for divorced clients eligible through an ex-spouse’s record


Featured Speaker:

Mike Lynch

Managing Director, Applied Insights
Hartford Funds

Hosted By:

Bill McManus

VP, Managing Director, Applied Insights
Hartford Funds

Hartford Funds Distributors, LLC, Member FINRA is the provider of CE Credits. CE credit is only available to registered attendees of the live event and does not apply to viewers of the replay content.

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