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New Life Expectancy Checklist

In order to return a strategy for a divorced client, you will need the Primary Insurance Amount for both your client and the former spouse. Information about the client’s former spouse will not be provided by the Social Security Administration, including the Primary Insurance Amount. The client must be able to retrieve the information from either the former spouse or a Social Security Statement. For a divorced client, the Social Security Analyzer requires the following conditions be met:

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