Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be.
These astonishing facts are according to the nation's leading branch managers. As part of On Wall Street's Third Annual Branch Manager Awards, sponsored by MainStay Investments, we asked top branch managers their thoughts regarding their advisors' clients understanding of the new state of Social Security, and what they are doing to help provide education about this topic.
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