Financial Advisors: Stop Asking Your Clients When They’re Going To Die

As a financial advisor, your clients trust you to guide them through one of the most important decisions of their lives—when to claim their Social Security benefits. But relying on a guess about when your clients think they’ll die? That’s not only uncomfortable—it’s unreliable.

It’s time to stop asking the wrong questions and start using a smarter approach. Our Claim with Confidence Social Security Calculator takes the guesswork out of Social Security, providing accurate, concrete strategies based on real information—not predictions.

"Tell me when you think you’ll die, and I’ll tell you when to claim your Social Security."

If you’ve ever joked with clients like this, you’re not alone. Many financial advisors fall into the trap of thinking that predicting life expectancy is the only way to advise on Social Security. The reality? This method is not only inaccurate, it’s risky.
Did you know the chances of your clients accurately predicting their age of death are only 4% for individuals and less than 1% for married couples? That’s hardly a strategy. So why leave such an important decision up to guesswork?

Don’t Ask Your Clients When They’re Going to Die—Give Them Real Answers Instead.

Stop relying on outdated methods and start providing your clients with Social Security strategies they can trust. With the Claim with Confidence Calculator, you’ll never have to make uncomfortable guesses or rely on predictions again. Instead, you’ll give your clients the confidence they need to make the best decision for their retirement.

Get Started Today with Unlimited Access to the Claim with Confidence Calculator and become the go-to advisor for Social Security in your community.