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Social Security Exploration

Today, nearly 90% of Americans age 65 and older receive Social Security income benefits.¹ Will your Social Security benefits be enough in retirement?

To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees.*

Bridge the gap in your retirement strategy. We can help:

 

  • Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.

  • Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.

  • Explore strategies that may enhance the benefits available to married couples.

  • Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).

  • Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.

¹ Social Security Administration: 2020 Fact Sheet, January 2020

 

Please note that Simply Secure Financial and their representatives do not give legal or Social Security advice. You are encouraged to consult your attorney or the Social Security Administration via your local office or online at ssa.gov.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

 

*Guarantees are subject to the claims paying ability and principal strength of the annuity issuer.

Contact us today for a no-obligation financial review!

We are dedicated to providing financial guidance and wealth strategies that are designed specifically for you. Simply put, we strive to be our client's trusted financial advocate.

E7747 Cut Off Rd · New London, WI 54961
Phone: 810.434.4222 · Email: info@simplysecurefinancial.com

Simply Secure Financial and June Kirby are not affiliated with or endorsed by the U.S. Government, any governmental agency,
or any federal benefits programs discussed herein. Your personal specialist at Simply Secure Financial may offer insurance
services, and as such, is a licensed insurance professional with training and experience in federal employee benefits.

© 2020 SIMPLY SECURE FINANCIAL. ALL RIGHTS RESERVED.