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Longer Intellectual Reach = Greater Client ValueCorporate Insight publishes in-depth research on a variety of subjects within our areas of expertise. Our Monitor analysts generate an ongoing series of reports on narrowly focused topics of interest linked to our Monitor services. Our consulting team produces its own syndicated studies on higher-profile topics, like social media and online education.
Our research adds significant value for clients by extending the intellectual reach of our analysts and consultants . See the results of that reach both on this page—which features our latest Monitor-related reports—and the pages that follow.
|Social Security Materials|
This report looks at the Social Security materials firms offer advisors. Specifically, we looked at the following aspects of each firm’s Social Security-related offerings:
Accessibility in this report was generally decent. Three firms dedicated specific portions of their sites to Social Security, while one firm made its center all-inclusive, linking to all related resources and tools in a single area.
In terms of general resources, we found that investor-ready materials were more prevalent than advisor-only sales ideas. Every firm in this report offered materials geared for investors, usually in the form of downloadable materials such as flyers and brochures. Only four firms, on the other hand, included advisor-only resources, such as sales ideas or strategies.
All but two firms in this report offer calculators to help clients determine how Social Security will supplement their retirement income. While two firms simply link to tools provided on the Social Security site, the other firms provide on-site tools that estimate benefits or explore the possibility of funding a retirement not supplemented by Social Security.
This report also expands on the following key findings: