[REPLAY] Social Security Optimization Part I from Athene

Recorded 05/13/2025 

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