Ad Review #1306108 - ADVEX - Social Security Package ...



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“Ways to Potentially Optimize YOUR Social Security Retirement Benefits”

Items needed to prepare your Retirement Income Strategy:

(Questions or need help? Call us at (903) 534-5477 today!)

_____ Social Security Statement, showing your totals for distribution at Early, Full and Delayed Retirement Benefit. (You can go to to get this information if you do not have statements.)

_____ Birth date for both you and your spouse (if applicable)

_____ Life expectancy for both you and your spouse (if applicable)

______ Have you or your spouse begun benefits? (If so, what is the start date and the benefit amount?)

_____ Do you have any children under the age of 18? (If so, name, date of birth and expected graduation date.)

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_____ Will you have significant future earnings?

_____ Did you ever work at a job where you did not contribute to Social Security? If so, you will need to provide us earnings by year. Do you qualify for a pension at the job where you did not contribute to Social Security? If so, we will need the estimated monthly pension amount and the date you are planning to start receiving the pension.

_____ Were you previously married? If you were married for 10 years or longer, date of divorce and the Social Security full retirement benefits of your divorced spouse?

_____ Are you widowed? What was the date of passing of your spouse and what are the Social Security full retirement benefits of your deceased spouse?

_____ When were you and your spouse planning on taking your Social Security Benefits (month & year)?

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_____ Projected retirement date for both you and your spouse (if applicable)

_____ Any significant upcoming expenses or needs for increased income in the future?

_____ Current annual household income (optional)

_____ Current annual household expenses (optional)

_____ Projected retirement income (optional)

_____ Projected retirement household expenses (optional)

By requesting your Retirement Income Strategy from Texas Financial and Retirement, you may be provided with information regarding the purchase of insurance and investment products.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Texas Financial & Retirement are not affiliated companies. Texas Financial & Retirement is not affiliated with the US government or any governmental agency. #621878

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