Advisys Answers... Social Security Survivor Benefits

Advisys provides easy ways to explain and illustrate to clients or prospects the role that Social Security plays when an unexpected death occurs. Help clients understand things like who receives benefits and for how long.

  • Helps explain how a worker qualifies and how the benefit is calculated
  • Explains who receives benefits and under what circumstances
  • Easily combine with available client education and build valuable trust and rapport.

Other ways Advisys can help you talk about Social Security

Help clients optimize their filing strategies and maximize their potential benefits.

Educate clients about the Social Security "blackout period" and illustrate how it impacts them over time.

Calculate the potential Social Security break-even point to show two filing scenarios

Explain how early or delayed filing impacts an individuals ability to meet retirement income goals.

Help government employees better understand how pension offsets impact their potential benefits.

Illustrate how Windfall Elimination Provision affects the clients ability to receive benefits.

Sign up for a platform walkthrough and see how Advisys can help you create meaningful conversations around Social Security planning.

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