As the 80th anniversary of Social Security approaches, remind your clients to sign up for their Social Security. Whether they’re getting ready to retire or already receiving benefits, the online tool is quick, easy and immediately intuitive:
- Keep track of their earnings and verify them every year;
- Get an estimate of their future benefits if you are still working;
- Get a letter with proof of their benefits if they currently receive them; and
- Manage their benefits:
- Change their address;
- Start or change direct deposit;
- Get a replacement Medicare card; and
- Get a replacement SSA-1099 or SSA-1042S for tax season.
Setting up an account is quick, secure, and easy. Have them join millions and create an account now!
*With instant access to your Social Security Statement at any time, they will no longer receive one periodically in the mail, saving money and the environment. Thanks for helping them go green!
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With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots.
