Good news for LPL advisors. LPL Compliance team has reviewed and approved the use of Social Security Maximizer™ output for customers. The LPL compliance tracking number is 1-274865.

The output has been given an ‘Approved As Is’ status by Marketing Regulatory Review. For advisors who want to use and/or customize preapproved materials, they must first be directed to Chapter 15 (Communications with the Public), Section 26.3 (Pre-Approved Communications), of the Advisor Compliance Manual posted on Branch Net. There, they will find instructions on how to use preapproved materials and how to meet their Books and Records requirements.