[REPLAY] 5 Social Security Concepts You Need to Know – Part 2 from Athene

Recorded 08/07/2024 

Join highly regarded Social Security and retirement thought leader Heather Schreiber, RICP®, NSSA®, IRMAACP™, who will teach you how to turn critical Social Security concepts into strategy-based holistic retirement solutions — without requiring you to be a Social Security expert. In Part 2 of her two-part webinar series, she’ll share:

• How to use the breakeven question to enhance your credibility with couples.
• Uncover pitfalls in survivor claiming and strategies for optimizing cash flow that are often overlooked.
• Reveal strategies for maximizing Social Security income while minimizing the erosion of the benefit to taxes and Medicare surcharges.
• Provide actionable steps to grow your business using Social Security strategies as your competitive advantage.