[REPLAY] Social Security Optimization Part 2 from Athene
Recorded 12/04/2025
Join Andy Robertson, Vice President for the Corporation for Social Security Claiming Strategies, who’ll provide expert insight on a game-changing option that can help clients plan for a financially secure retirement. You’ll learn:
- A quantifiable strategy to help optimize a plan’s guaranteed income and lower cost
- Ideas to help clients find which Social Security filing strategy may be right for them
- How taking benefits at different times can affect total plan capital