How much do your clients really know about Social Security? MassMutual’s free questionnaire for retirement advisors can help you find out.
The questionnaire, which can be found at https://www.massmutual.com/~/media/files/ss_quiz.pdf, asks for true or false responses to 10 statements. For instance:
• If my spouse dies, I will continue to receive both my own benefit and my deceased spouse’s benefit.
• Under current Social Security law, full retirement age is 65.
• Once I start collecting Social Security, my benefit payments will never change.
Correct answers are provided at the end of the questionnaire and respondents achieve one of the following grades: Congratulations!; You’ve done your homework; “Uh-oh!; What you don’t know really could hurt you!
© 2015 RIJ Publishing LLC. All rights reserved.
