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Survey

Social Security Planning 700 350 sgi@smithgroupinc.com

Social Security Planning

To begin the planning process, help your clients understand the basic rules and advantages of Social Security.

Client Longevity 700 350 sgi@smithgroupinc.com

Client Longevity

It’s important to take longevity into account when helping clients plan their retirement income.

Retirement Income Strategies & Expectations 700 350 sgi@smithgroupinc.com

Retirement Income Strategies & Expectations

This survey explores attitudes and concerns about preparing and investing for, as well as living in, retirement.