On Monday, November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, which included significant changes to two popular Social Security advanced claiming strategies. The changes may impact your clients and prospects who intended to implement these strategies as part of their retirement income planning. It’s important that you understand how these changes may affect the planning for any retirement income gaps where a fixed annuity can be offered as a potential solution.
You have a lot on your plate. GamePlan’s Advanced Markets team keeps up with changes like this for you so you can focus on doing what you do best. Our team can help guide you through these changes, who they affect, and offer practical insurance solutions. Helping your clients and prospects, that may be affected, navigate how the new rules could impact their Social Security retirement income can help you be seen as an invaluable resource.
Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives do not give legal or Social Security advice. Producers and their clients are encouraged to consult their attorney or the Social Security Administration via their local office or online at www.ssa.gov.
Not affiliated with or endorsed by the U.S. Government.