Income Protection | Simplicity InsurMark

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The Breakthrough Advisor

Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)

February 20, 2025

Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.

The Breakthrough Advisor

Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)

October 4, 2023

There’s an emerging opportunity gap where 75% of boomers would like more protected lifetime income but only 33% say they hear their advisors talk about it.