Maximizing income retirement is quickly becoming a prevailing conversation for financial planners, especially with the influx of retirees these past years.

The question on the minds of many pre-retirees is, “What do I do about my Social Security?”

In this episode, LifeYield’s CMO, Jack Sharry, and Senior Vice President, Jeff Quigley, discuss the importance of starting the Social Security conversation with your clients sooner rather than later. Plus, they reveal how you can use their technology when navigating these complex conversations.

Jack and Jeff discuss:

  • The growing population of retirees and the demands they hold for financial advisors 
  • How their software can make Social Security planning easier to navigate
  • The opportunity to demonstrate your value as an advisor through Social Security planning
  • The importance of starting these conversations early to ensure life benefits are maximized 
  • And more

Connect With Jack Sharry

Connect With Jeff Quigley

Connect with Jack Martin:

About Jeff Quigley

Jeff drives enterprise sales and relationships at LifeYield. He’s responsible for working with existing clients to increase advisor adoption and effectiveness, as well as identifying opportunities to expand relationships that bring added value to our customers. In addition, Jeff engages with prospective clients to drive new revenue to the firm. Jeff has over fifteen years of leadership experience in Financial Services. Prior to LifeYield, Jeff spent time at MoneyGuidePro and Advizr, helping firms understand the benefits of technology and financial planning. Before that, Jeff was a Regional Vice President for Hartford and ING, and held Leadership and Development positions at MetLife and AIG. Jeff is an avid Yankee fan (don’t hold that against him), and spends his free time with his wife Janiene – watching his daughter Kayla on the XC course or track and his son Connor on the Baseball Diamond.

About Jack Sharry

​​Jack Sharry mission is to help investors, financial advisors and firms achieve improved financial outcomes. As Executive Vice President, Chief Growth Officer, and Principal at LifeYield, Jack helps industry leaders, platform builders, advisors and investors understand UMH platforms and the advantages they create for advisors, their firms, and their clients. An innovator and collaborator for four decades, Jack has been a senior executive in sales, marketing, product development and distribution at Morgan Stanley, Putnam Investments and Virtus Investment Partners, and holds a patent for advisory programs. He is the author of Authentic and Ethical Persuasion, hosts the WealthTech on Deck podcast, and he also writes for Financial Advisor Magazine and InvestmentNews. Jack is an MMI Pioneer and Chairman’s Award recipient for thought leadership on retirement issues, and co-chairs the InvestmentNews Future of Advice initiative. He serves on the Next Chapter and Chalice Financial Network advisory boards, helping advisors and firms grow their effectiveness and profitability.