[WEBINAR] Social Security Optimization from Athene
Tuesday 05/23/2023 at 11:00 am - 12:00 pm CDT
Nearly two-thirds (63%) of Americans do not feel like they have enough money to last them through retirement or are unsure if they do. Less than 3 in 10 (27%) are confident their savings will last them through retirement.1
Social Security Optimization is a quantitative approach that helps determine which Social Security filing strategy may be appropriate for a specific situation. Quantifying how taking benefits at different times affects required plan capital is critical to building a retirement income plan that lasts.
Learn more about this quantifiable strategy that helps optimize a plan’s guaranteed income while lowering its cost. It’s a game-changing way to help clients prepare for a financially secure retirement.
About our speaker
Andy Robertson is founder and President of Capital Indemnity Group, creator and architect of the Social Security Optimization planning process and Vice President for the industry award-winning Corporation for Social Security Claiming Strategies. He coaches and trains some of the most accomplished retirement planning professionals in the country.
Drawing on his comprehensive understanding of the Social Security retirement system, Andy teaches how Social Security claiming strategies can be used to combat the negative effects of longevity risk, inflation and taxes that can be devastating to your clients’ retirement capital.
With his fresh approach and quantifiable process, Andy aims to change the conversation around income planning and give financial professionals and their clients a fresh perspective on one of our most challenging issues.
Nearly two-thirds (63%) of Americans do not feel like they have enough money to last them through retirement or are unsure if they do. Less than 3 in 10 (27%) are confident their savings will last them through retirement.1
Social Security Optimization is a quantitative approach that helps determine which Social Security filing strategy may be appropriate for a specific situation. Quantifying how taking benefits at different times affects required plan capital is critical to building a retirement income plan that lasts.
Learn more about this quantifiable strategy that helps optimize a plan’s guaranteed income while lowering its cost. It’s a game-changing way to help clients prepare for a financially secure retirement.
About our speaker
Andy Robertson is founder and President of Capital Indemnity Group, creator and architect of the Social Security Optimization planning process and Vice President for the industry award-winning Corporation for Social Security Claiming Strategies. He coaches and trains some of the most accomplished retirement planning professionals in the country.
Drawing on his comprehensive understanding of the Social Security retirement system, Andy teaches how Social Security claiming strategies can be used to combat the negative effects of longevity risk, inflation and taxes that can be devastating to your clients’ retirement capital.
With his fresh approach and quantifiable process, Andy aims to change the conversation around income planning and give financial professionals and their clients a fresh perspective on one of our most challenging issues.
1 The State of Retirement 2023. LifeHealth.com
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