Join Mary Deutsch of MTD Financial

as we host guest speaker Waldean Wall to discuss social security, medicare, and how retirees can enhance benefits.

Social Security Benefits can be confusing. Our online education session is here to help.

Complimentary Webinar:
“7 Keys to Enhancing Social Security Benefits”

Friday, Dec. 15th at Noon

In this no-cost, no-obligation webinar, we’ll discuss:

Facts About Social Security Benefits

  • How social security factors into your overalls retirement plan
  • Social Security 101: the basics
  • How to access your social security statements
  • How are benefits calculated?

Social Security Income Options

  • Is it possible to have control over how much you receive with your social security income?
  • Income benefit options, and how to choose the right ones for you
  • Is it possible to have control over how much you receive with your social security income?

Ways To Enhance Your Benefits

  • When is the best time to start collecting your benefits?
  • What happens to social security if you work during your retirement?
  • Does your benefit age impact your social security? If so, how much?
  • Possible ways to enhance your benefits

Tax Implications, Medicare, & Special Circumstances

  • Possible tax implications of social security benefits
  • Spousal and survivor benefits – what happens to my spouse’s income when I die?
  • Medicare: why it is important to know the basics
  • Can divorcees still receive social security spousal benefits?

This session is offered exclusively by Mary Deutsch of MTD Financial

Register now to reserve your spot or call us at (312) 550-3191 to sign up. All registrants will receive an email with instructions on how to attend live on Friday, Dec. 15th at Noon.

Start the year off right by getting informed. It’s your retirement – learn your options now. Hope to “see” you there. 

We Look Forward To (Virtually) Seeing You There!

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*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting Mary T Deutsch IL Ins Lic #17294050/MTD Financial, Inc. IL Ins Lic #3000098844, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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