When it comes to taking Social Security income, there’s an array of choices that can have a life-changing impact on a client’s finances. As clients seek direction, their financial professional may feel pressured to have all the answers.
Mike Lynch, managing director of Hartford Funds Applied Insights, explains a practical yet unique resource that financial professionals often overlook: their clients who’ve already begun taking Social Security income.
Mike Lynch is a registered representative of Hartford Funds Distributors, LLC. Check the background of this firm/individual on FINRA’s BrokerCheck.