Alyson Furda


Recent Posts

Filing for Social Security while SSA offices remain closed

8/5/20 1:44 PM / by Alyson Furda posted in Advisors, Financial Planning, Social Security

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While the pandemic continues to surge on around the country, Social Security Administration offices remain closed with no hint of reopening anytime soon. This new norm has created an entirely new Social Security filing process for near retirees and retirees. As a financial advisor, it is more prudent now than ever before to become a Social Security expert to help aid your clients through this new process remotely. 

 

As of two weeks ago, the SSA has remained quiet in regards to their office reopening plans after four months of implementing their remote filing continuity plan. Preparing clients to file for Social Security benefits can be daunting normally but now there are even more concerns regarding filing strategies and timing than in the past.

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How should my clients file for Social Security?

6/17/20 2:10 PM / by Alyson Furda posted in Social Security

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Our Social Security experts created a unique checklist for advisors to use with their clients to help maximize their Social Security benefits. Coupled with our LifeYield Social Security Advantage® report, this checklist will arm your clients with all of the necessary information they'll need when they make their appointment with the Social Security Administration to file for benefits.

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