07.13.26

The Social Security Designation Is Growing Fast

by: Melanie Waddell

More than 1,500 financial professionals enrolled in the Registered Social Security Analyst program during the past year as advisors seek more specialized training on claiming strategies. The designation focuses on helping clients evaluate benefit timing, spousal and survivor benefits, taxation and the interaction between Social Security and other retirement income. Program growth reflects increased client demand for guidance as claiming decisions become more complex and concern about the program’s long-term finances continues. Specialized knowledge may also help advisors differentiate retirement-planning services and address decisions that can materially affect lifetime income.

Read the full article on ThinkAdvisor