What Women Need To Know About Social Security

On-Demand Webinar | 52 minutes| March 12, 2024

Summary

Certified Financial Planner and Social Security expert Mary Beth Franklin discusses how financial professionals can identify optimal Social Security retirement benefit-claiming strategies that best serve their female clients. We cover:

• How to plan for longevity risks.

• Whether clients should delay or claim early.

• Benefits for divorced and widowed clients.

• Claiming strategies for single and married clients.

 

Speaker

Person's Image

Caroline M. Elrod

JD, CLU®

Retirement Strategies Group Consultant

Caroline Elrod has several years of experience in tax planning with insurance products, financial advisor education, and retirement-planning strategies. 

Person's Image

Caroline M. Elrod

JD, CLU®

Retirement Strategies Group Consultant

Caroline Elrod has several years of experience in tax planning with insurance products, financial advisor education, and retirement-planning strategies. 

No materials are available for this webinar. 

Questions

Finished watching the webinar, but still have questions?

The Retirement Strategies Group is here to help.

Submit a Question

VLQ1945-0324H

Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. 

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency

For financial professional use only. Not for use with the public.

This website or its third-party tools use cookies, which are necessary to its functioning and are required to achieve the purposes illustrated in our online privacy policy.