New Year, New Social Security Conversation Starter
Planning for retirement is so important.
The average Social Security benefit is only about 40% of a worker’s pre-retirement income.1
Use our new Social Security infographics to spark retirement planning conversations with your clients. Open their eyes to the realities of Social Security today.
Then review life insurance options that can help bridge the income gap. Clients can access flexible, tax-advantaged money from their policy to use in retirement2.
- https://www.ssa.gov/benefits/retirement/learn.html#h2
- Based on current federal income tax law. Assumes the use of withdrawals to basis and/or policy loans. If the policy is classified as a modified endowment contract (see IRC section 7702A), withdrawals or loans are subject to regular income tax and an additional 10% tax penalty may apply if taken prior to age 59 ½.