CONSUMER BROCHURES

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*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Social Security & Retirement Information Brochures

 

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When may I start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security Quick Facts
Why Fixed Index Annuities?

Please note that Morton Financial Group and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Morton Financial Group may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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Morton Financial Group represents many insurance markets, not just one. Whether you need a full financial review or guidance regarding a single policy, we can help you find an appropriate solution for

your specific financial needs. We are a client-focused, independent company who specialize in serving the unique needs of the age 55 and over community.

5458 Steubenville Pike, Suite A

Robinson Township, PA 15136

 

Phone: 412-278-2151

Fax: 412-278-2151

Email: dm@mortonfg.com

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