When it comes to Social Security retirement benefits, decisions shouldn’t be based on one-size-fits-all assumptions. Age, marital status, health, and financial situations are all important considerations that can impact benefits.
MassMutual has created a suite of consumer-approved digital resource materials that can be offered as an introduction to Social Security for your clients. The suite provides the main filing options and direct web access to additional IRS insight. While this suite does not cover every filing situation (some of which can be complex), it can help you to lay the groundwork for further exploration and lead to a more holistic financial planning discussion.
These digital items are easily viewable on any mobile device and can be downloaded as a PDF to print, individually, if a hard copy is needed.
Also available are customizable, linked HTML emails that enable you to easily send this resource guide to one person or an entire list of your clients.
TIP: Bookmark the digital URL link to your web favorites for quick access anytime. Any necessary updates to these digital items will flow right through to the same URL. Do not save as a PDF.
* THIS DIRECTORY IS FOR PRODUCER USE ONLY. NOT FOR USE WITH THE PUBLIC.
The Bipartisan Budget Act of 2015 established new limits on the Social Security filing options available to many people. Clients will have important choices to make when filing for Social Security retirement benefits.
This main resource guide provides insight on the overall topic and direct access to additional web resources. It also contains access to all of the filing strategies noted below — and can be used in Social Security seminars.
If your client is divorced and thinking about filing for Social Security retirement benefits, it’s important for them to review all of the filing options that are available to them before they make a decision. The filing decisions made today can permanently affect the Social Security benefits received throughout retirement.
For widowed clients wondering what to do about Social Security retirement benefits, this item provides insight regarding filing options that are available specifically to them. This reference guide also includes important information for clients who are caring for their deceased spouse’s qualifying child.
For single clients who are eligible to receive Social Security retirement benefits, there may be a “best age” to start collecting those benefits. It’s definitely worth considering all options.
For married clients who are thinking about filing for Social Security retirement benefits, it’s important to learn about the filing options that are available to them before making any filing determination. The filing decisions made today can permanently affect the benefits received as a couple and, in some instances, the benefits the surviving spouse receives.
Use this MassMutual branded, templated, and linked HTML email to send the Social Side of Retirement to your clients. Customizable with your approved agency/DBA and personal contact information. Your pre-approved DBA logo must be uploaded to Gainfully to access the DBA option.
Available in Gainfully. Access via OKTA here.
Use this debranded, templated, and linked HTML email to send the Social Side of Retirement to your clients. Customizable with your approved agency/DBA and personal contact information. Your pre-approved DBA logo must be uploaded to Gainfully to access the DBA option.
Available in Gainfully. Access via OKTA here.
This PDF is a slim formatted true-or-false quiz that can help your clients identify topics to explore further. It urges clients to take the first step in making the most out of their Social Security retirement benefits.
This item is also available to order from WarehouseXpress.
This PDF fact finder can help you to gather relevant information for an individual or married couple. Gathering the right information can help lay the groundwork for further discussion with your clients regarding their Social Security filing options and can lead to the larger holistic financial planning topic.
This item is also available to order from WarehouseXpress.
- # Available on FieldNet
- + Available at WarehouseXpress