Karen Ireland - 2 Minute Speaker Bureau Clip
2 Minute Speakers Bureau Clip for Karen Ireland.
AE Speakers Bureau Video: Karen Ireland SHORT CLIP
Speaker: Karen Ireland
Transcript: Hi, I'm Karen Ireland with MFS. I've been in the industry over 20 years, and I am a senior business development strategist with the Advisor Edge team. At MFS, we know that Social Security is an important source of income during retirement for many of your clients, and they will be asking you questions about Social Security. We want to simplify the conversation for you, and while it's impossible to know the answers to all Social Security questions at the end of this session, you will leave with the answers and resources to the most common Social Security scenarios, guidelines for what clients may want to consider before they apply for Social Security and a greater appreciation for the value financial professionals offer their clients as they help them prepare for retirements.
All of the resources and materials we share are client approved, so one great idea would be to offer a client event for clients and prospects who are aged 55 to 70 and who want to have a better understanding of their Social Security options. If you're interested in hosting a Social Security seminar or any of our other resources, reach out to your MFS partner and we would be happy to help you out. Thank you.
Disclosures:
Full Retirement Age for retirement and spousal benefits is age 66 for anyone born between 1943 and 1954. It increases by two months for every year from 1955 to 1959. It is age 67 for anyone born 1960 or later.
The views expressed are those of the speaker and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor.
This is for informational purposes only. MFS does not provide social security, legal, tax or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Please contact the Social Security Administration for more information.
FOR INVESTMENT PROFESSIONAL AND INSTITUTIONAL USE ONLY. Should not be shown, quoted or distributed to the public.
MFS Fund Distributors, Inc, Member SIPC, Boston, MA
44018.5