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Updated: Social Security Resources for Financial Professionals
(Source – Social Security Administration)
Dear Colleague,
We updated our Information for Financial Professionals webpage to better support professionals who help individuals plan for their financial future. The refreshed page brings together key Social Security resources in one convenient location, making it easier for financial professionals to access clear and reliable information to support their clients. It includes tools and materials to help explain benefits, support retirement planning discussions, and encourage use of our secure online services.
We encourage you to explore the updated webpage and share it with your networks. Under Retirement Planning Tools, you can find a one-page resource, Enhancing Financial Wellness: Promoting Online my Social Security Account Awareness, to help support conversations about creating a my Social Security account.
Helping individuals make informed decisions about Social Security is a shared effort. By connecting financial professionals with trusted, easy-to-use resources, we can better support the people we serve.
Thank you for your continued partnership.
Sincerely,
Nick Perrine
Chief Communications Officer