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ADVISOR EDUCATION
Why Social Security matters
Help your clients and prospects optimize their Social Security benefits
Most investors don’t know all they need to about their Social Security benefits. That knowledge gap represents a powerful opportunity for financial professionals.
Nuveen can help your clients and prospects optimize their Social Security benefits:
- Uncover benefits clients are entitled to receive
- Evaluate a range of potential collection strategies
- Help clients identify and correct errors that could be costly
To learn more about engaging clients in retirement and other financial planning conversations, please contact your Nuveen Advisor Consultant.
Featured advisor education insights
Busting the myth of Social Security insolvency
The truth is that Social Security is not going away. The system will, however, need some big changes.
16 May 2024
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Offer clients valuable tax guidance and advice.
Learn to capture and retain wealth-transfer assets with Nuveen’s Generation n educational program.
Align the services you offer with the priorities of your clients and prospects.
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