Category Strategies

The Ticket to Work program, paired with Employment Networks (ENs), represents a Social Security work incentive designed to help people with disabilities...

The Ticket to Work program is a federal initiative designed specifically to help people with disabilities return to work without losing their Social...

The safety net for working disabled individuals is a complex system of government programs, tax incentives, and employer accommodations designed to...

If you've been receiving retirement, disability, or pension benefits and then return to work, you can absolutely restore your benefits—but the rules are...

Expedited reinstatement is a fast-tracked process that allows former employees or retirees to restore pension benefits that were terminated, suspended, or...

Selling an annuity practice requires understanding valuation, finding qualified buyers, and managing client retention through regulatory approval and transition planning.

Claiming Social Security at 62 instead of 67 permanently slashes benefits—costing early retirees over $250,000 in lifetime income.

An extended period of eligibility is a defined window of time during which you can claim or enroll in retirement benefits, even if you've missed the...

A secretive 2001 pension decision still costs Milwaukee County $1.35 billion and counting, with hundreds of retirees yet to claim their benefits.