How to adapt Social Security planning strategies for 2022 and beyond
Mary Beth Franklin, one of America’s top social security and Medicare planning experts, will join us to discuss what you should be doing in the next 24 months to help your clients take advantage of rules and strategies that will maximize their benefits.
Specifically, you will learn how recent changes to Social Security claiming rules affect married couples and divorced spouses and also which claiming strategies are disappearing for most retirees. Take advantage of this opportunity to elevate your social security planning knowledge.
Additionally, on our webinar with Mary Beth Franklin, we will show you how to:
- Convert more prospects with our innovative Social Security Plus software that will take the “guesswork” out of planning and uses intelligence to illustrate the best planning options.
- Learn the digital tools that are increasing results from Social Security Planning live seminars and events by 30%
- Last but not least, See how advisors grew last year by 31% using our digital and social media programs.
Be sure to call your Advisor Development Consultant for further details about our Ultimate Social Security Biz Builder Series.
The Breakthrough Advisor on National Annuity Awareness Month
This week, our Breakthrough Advisor Podcast features Tom Hegna. It’s a great session, and we talk about National Annuity Awareness Month.
We have many resources and tools you can share to help you educate clients and also the media about the benefits of annuities. Please contact your Advisor Development Consultant for more information.
Carrier Updates and MYGA Report
Remember to check the Carrier Updates page for the latest news and announcements from insurance carriers, including links to resources, webinars and helpful documents.
Our MYGA Report also gives you the highest 3, 5, 7 and 10-year interest rate guarantees.