Social Security Advantage

The Table Bay Social Security Advantage Program offers our advisors the resources they need to effectively address the Social Security planning needs of their clients. This program is continually updated to provide you with the latest information and tactical presentations.

Since planning options vary, different presentations have been designed to address specific audiences-married couples and individual Social Security recipients. The available presentations and client hand-outs have been FINRA reviewed. This program also offers our Advisors access to updated Social Security calculators, exclusive special reports and white papers.

Help your clients answer these questions:

  • How Can Your Clients Maximize Their Benefits?
  • When Should Your Clients File?
  • How Should Your Clients File?
  • What Benefits Are Family Members Entitled To Receive?
  • How Much Can a Client Expect Under Various Scenarios?

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