Social Security Optimization for Financial Advisors
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Open the door to a broader retirement planning discussion.
Many clients are not fully educated about Social Security. The basics are simple, but the nuances require expert help — and there are not enough advisors available to assist retirees.
Set yourself apart by going beyond the basics. We’ll discuss optimizations and ways to:
- Leverage reductions and credits to maximize lifetime Social Security income
- Use Social Security planning to uncover additional assets
- Start new conversations about guaranteed income in retirement
You’ll also see how the RSSA Roadmap software can help you use Social Security as a topic to drive high-quality leads.
We’ve seen many advisors use this program to fully integrate Social Security planning into their practice. Now it’s your turn!
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown the business line to one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide, he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.
Thomas Drapala helps future retirees maximize and optimize their Social Security financial benefits. Through education and promotion of the RSSA® platform, he helps advisors know their client's options and the financial benefit of each Social Security decision.