John Brenkovich's client would have missed out on $7,500 in Social Security benefits simply because she didn't know to ask.

The client, 68, had not yet filed for spousal benefits even though she had been eligible to do so since reaching her full retirement two years earlier.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access