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Protective Life's Understanding Social Security program offers a variety of resources to help you learn about the key aspects of the Social Security program and promotional materials to help you promote your Social Security planning services to customers and prospects. Additionally, it provides educational materials to help you work with your customers on key decisions as they prepare to receive Social Security benefits.
This comprehensive guide summarizes key concepts on Social Security, from the basics of retirement benefits to when to file and what you need to know about special situations and Medicare. Learn more about the program and how Protective Life’s materials and tools can help you assist your customers who are approaching retirement.
This flier summarizes the features of the Social Security Explorer tool, and contains a fact-finding worksheet that will help financial professionals gather all of the information needed from their customers in order to use the tool.
This financial professional/agent presentation provides key concepts that you can use when talking to customers about Social Security and retirement.
This Brainshark presentation shows financial professionals how to use the Social Security Explorer tool, walking through various scenarios and features.
Review this planning opportunity with Social Security for minimizing taxation of Social Security benefits.
Check out this planning opportunity with Social Security for replacing lost income.
Seminar MaterialsProtective Life offers a turnkey 30-minute seminar for financial professionals to host for their customers. Below are the materials available, from the presentation and customer workbook to the invitations and follow-up mailers. Financial professionals can contact their Protective Life representative for assistance with planning and hosting an event.
Use this 30-minute seminar to help customers understand the big picture when it comes to retirement planning and Social Security.
Use this workbook in conjunction with the seminar so customers can follow along and make notes.
Use this flyer to highlight Social Security topics that will be covered in the customer seminar.
Promotional MaterialsProtective Life offers several promotional pieces and informational material designed to help financial professionals prospect and promote Social Security planning as part of their practice.
Share this flier with customers, which reviews 8 key things they should know about Social Security.
Provide customers with a list of key ages that may prompt decisions and actions about Social Security.
Use this brochure to explain the Windfall Elimination Provision and how Social Security benefits may be reduced.
Use this Q&A with customers to guide your plan for action items as you help them plan for Social Security benefits, Medicare, and retirement.
This dynamic tool can be used with customers to help them determine when and how to file for Social Security retirement benefits. After gathering some information from their customers, financial professionals can unveil various scenarios for filing for benefits and show customers how these choices can affect their total benefit over the course of their retirement.
The website, ssa.gov, contains several helpful and simple calculators for pre-retirees and retirees with questions about their Social Security benefits..
Help your customers learn about Medicare coverage options.
Flyer provides an overview and example of the Restricted claiming strategy.