Use Smart Strategies for Social Security
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Clients are looking to you for safer ways to fund retirement, and Social Security can play a BIG role.
In this webinar, learn simple, powerful ways to help clients make smart Social Security choices that work with their whole retirement plan.
What You’ll Gain:
- Clear Up Confusion: Discover common Social Security mistakes and missed benefits — like survivor and spousal benefits — so clients can get the most out of what they’re owed.
- Build Client Trust: 93% of clients nearing retirement would change advisors to get better Social Security guidance. Learn how to build loyalty by showing you understand it.
- Save Time with Tools: We’ll show you quick tools to make Social Security advice simpler, including easy-to-understand reports that clients will appreciate.
If you’re ready to grow your business and give clients greater retirement security, don’t miss this chance to learn how Social Security planning can help.
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.