Almost all the loopholes in Social Security planning have been plugged. Almost all. One great strategy that remains, however, allows widows and widowers to “optimize” their benefits by choosing which benefit to draw first and then switching later. Let me explain.
Sylvia Gordon is president of Gordon Marketing, a national, fiercely independent FMO and third-generation family company that provides support to more than 150 top health, life, senior and annuities companies and their over 10,000 agents and advisors in all 50 states and Puerto Rico. She sits on the advisory boards of many insurance companies and has helped many companies take their products to market, and has personally conducted continuing education seminars across the country.
Connect with Sylvia on LinkedIn.
Learn more about Sylvia
Connect with Sylvia on LinkedIn.
Learn more about Sylvia
Latest posts by Sylvia Gordon (see all)
- How To Help Your Medicare Advantage Clients Avoid Getting Dropped By Their Provider - April 20, 2023
- Emergency Anxiety: The Controversy Over Medicare Coverage in the ER - April 14, 2023
- When Your Client Wants a Plan You Don’t Want to Sell - September 14, 2022
