Over 10,000 individuals will turn 65 every day for the next 20 years, presenting an enormous consulting opportunity for financial advisors.
Most of these potential new clients will be filing for Social Security benefits. However, many are not aware there are strategies that could greatly increase their benefit amounts.
For over 30% of retirees, Social Security benefits make up the largest portion of their retirement portfolio. Therefore, making an uninformed decision can cost older Americans untold amounts in lost benefits.
This is where you come in. Your knowledge can make a huge difference in an individual or a couple’s retirement planning strategy.
Effective workshop invitations
24/7 RSVPs and Prospect Connect Lead Management Portal
Scripted “Maximizing Social Security” presentation
Workshop Evaluation/Appointment Analysis Handouts
Social Security Timing® Software
We also offer a Social Security Maximization program specifically designed for women.
Our “What Women Need To Know About Social Security” Complete Turnkey Program enlightens women on how they can maximize spousal benefits, survivor benefits, divorced-spouse benefits, and in some instances, even divorced-spouse survivor benefits.