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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
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.