Social Security Exploration

Will your Social Security benefits be enough in retirement?

To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees.*

Bridge the gap in your retirement strategy. We can help:

• Review your Social Security and retirement statements to determine potential retirement income shortfalls, where a Guaranteed Income strategy may be a potential solution.

• Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.

• Explore strategies that may enhance the benefits available to married couples.

• Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent, or caregiver benefits).

• Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.