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Social Security Planning

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Are You Approaching Retirement Age?

Learn About Your Social Security Income

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Claiming Social Security can be a complicated task. There are over 2,000 rules that govern how benefits are determined and thousands of claiming strategies. I can help you with the decision to claim to ensure you receive the benefits to which you are entitled. 

I can help answer your questions, including:

  • When should I file for benefits?

  • Can I get benefits from my ex-spouse?

  • What if I am self-employed?

  • Are my children eligible for benefits?

  • What about dependents with disabilities?

  • How will my pension impact my benefits?

    • And more

Ways We Can Help

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I am a certified Registered Social Security Analysts and I can deliver Social Security income planning services by helping analyze possible claiming options using RSSA Roadmap (registered trademark) Social Security optimization software. I can create your personal Social Security benefits plan which can include:

I can create your personal Social Security benefits plan which can include:

  • Claiming options comparison

  • Impact of future earnings

  • Maximizing spousal and survivor benefits

  • Avoiding benefit reductions

  • Impact of pensions (WEP/GPO)

  • Longevity scenarios

  • Benefits for children and family maximums

  • Cost of living adjustments

Learn about SS Income  

Invite us to provide a workshop on Social Security Planning for your business or community group. Our team is dedicated to providing you with the best possible service and support.

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LP Insurance NY Office:  

90 North Street Suite 105,

Middletown, NY 10940

 


Mailing Address:

P.O. Box 44,

Central Valley New York 10917

Get a Quote:

845.328.0445

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LP Insurance NY is not affiliated with or endorsed by the government or Federal Medicare Program. We do not offer every plan available in your area. Currently, we represent Aetna, Anthem, Humana, UnitedHealthcare, EMBLEM, and WellCare / Fidelis organizations that offer many products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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