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The wave of retiring baby boomers is increasing demand for advice on when and how to start Social Security benefits. By helping boomers evaluate a full range of benefit options, you can increase their retirement income while building stronger long-term client relationships.

Of course, a retirement household’s income statement has two sides. About the same time clients make Social Security decisions impacting the income side, they confront even more complexity in deciphering Medicare choices on the expense side. The guidance you offer when clients are about to enroll in Medicare can save clients time and money, while also increasing their peace-of-mind.


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