Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Clients will be looking for guidance on when to claim it, and as an advisor, it can be difficult to keep up with all the changes to the system and options available for each client. Where do you start? How do you approach each clients’ situation to determine what’s best for them?

We’re joined by Brian Doherty, President of Filtech and author of Getting Paid to Wait, to discuss the ins and outs of claiming Social Security and the role you can play in the process as a financial advisor – including how you can build client loyalty by proactively discussing it even if you’re not being paid to do so.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/to-claim-or-not-to-claim-the-social-security-question/.