Two New Savvy Social Security Presentations Added in 2017

Jan 12, 2017

“Savvy Social Security: Basic Rules and Claiming Strategies” is a 30-minute presentation designed to tell the audience what they need to know make an informed claiming decision without going into the sorts of details you might reserve for face-to-face meetings.

“What’s New With Social Security: 7 Things to Watch in 2017” is a periodically-updated 30-minute presentation which tracks changes in Social Security under the new administration. It also explains Social Security and Medicare’s automatic annual changes—and what to watch for as the years progress.

Both presentations have been FINRA-reviewed and are available for download on the presentations page. Marketing materials for these presentations are not yet available, but will be posted when ready.


This material is provided exclusively for use by individuals with an active license to the Savvy Social Security Planning Program. Use of this material is subject to the Social Security Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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