Monday Minute – September 5, 2022
Social Security Plus Office Hours
If you missed last week’s Social Security Plus Office Hours, we covered how, regardless of net worth, pre-retirees want to know how much they will get from Social Security. The problem has been that this has meant an expensive, complicated, and time-intensive process.
We shared three ways to simplify Social Security planning AND how over 100,000 advisors are turning this process into colossal business growth.
Retirement Planning with Dr. Wade Pfau
In our recent session “Longevity Conversations That Work,” Dr. Wade Pfau discussed how you could learn a new approach to retirement income planning based on a consumer’s personality. Since outliving their assets is the #1 retirement risk identified by affluent families, this is a huge opportunity to differentiate yourself and capture a more significant share of the retirement income business.