How to leverage Social Security planning with more clients and prospects
If you missed our recent webinar on Social Security Planning – Back to School then be sure to catch our replay below!
We shared how top advisors are using Social Security planning to get in front of more affluent clients and prospects. You will hear about the latest technology and sales strategies for converting an increasing share of the retirement money in motion! We recently had an advisor enter this program and uncovered $ 700,000 in new assets by using one of our planning tools! The time is now, and the data is clear:
- The greatest surge of new retirees in the nation’s history is approaching
- 92% don’t know what to do to maximize their Social Security benefits!
- 72% of non-retirees would switch financial advisors post-COVID to maximize Social Security.
Livin’ La Vida Cabo!
We are nearly two months into our InsurMark Family Reunion Incentive Trip Qualification!
Get ready to be treated like a rock star at the luzurious Montage Los Cabos Resort in Cabo San Lucas Mexico. Join us to share ideas with other top producers from around the country! Learn, share and grow!
Reach out to your ADC for details!
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.