The Ultimate Social Security Planning Biz Builder
featuring MARY BETH FRANKLIN CFP®, author, journalist and recognized as one of America’s Leading Social Security and Medicare Experts.
Ignite your retirement income business with state-of-the-art tools, tactics, and technology.
With all the tax, Social Security and Medicare planning changes on the horizon, now is not the time to go it alone.
Register today for the Ultimate Social Security Planning Biz Builder. We'll be showcasing a nationally acclaimed team of planning and marketing experts who will coach you to accelerating growth in 2023.
In this two-hour session, we will share the tactics and technology that top advisors are using to monetize the tsunami of retirements happening right now with AUM, annuities and life insurance.
The webinar is FREE, exclusive, and includes:
- World-class training from Mary Beth Franklin CFP, one of America's Top Social Security and Medicare Planning Experts, teaches us about 'Re-thinking Our Social Security Planning' from timing to tax planning to WEP/GPO to divorces to IRMAA to the unique opportunities we have in 2023.
- Convert more prospects with our innovative Social Security Plus app. It takes away the guess work and uses intelligence to illustrate the optimal planning options including the widow’s penalty, longevity risk, income layers and more.
- Learn the digital tools that are increasing results from Social Security Planning webinars, live seminars and digital prospecting by 20-30%.
- See how advisors grew revenue by 30.9% last year while working fewer hours and spending less with our digital and social marketing campaigns.
- Bonus: Learn how "longevity" is the most cutting edge client engagement and retention tool advisors can use right now. See how HALO becomes your Longevity Risk measurement tool.
Who Should Attend: All ambitious wealth, life, and annuity advisors will see rapid business growth from these strategies.
When over 90% of pre-retirees don't know what it takes to increase their Social Security retirement benefits, then you know they need you and it's time to re-boot your Social Security planning.
LET’S GET STARTED.
If you have any questions or would like additional information about the program, please reach out to firstname.lastname@example.org.
ADDITIONAL WEBINARS, PODCASTS, DOWNLOADS
THE ULTIMATE ROTH CONVERSION
Guest speaker Ed Slott July 2021
Rising taxes are a serious threat to retirees and there are few tax planning strategies that can move the needle long-term like a Roth Conversion …WATCH NOW >>
GOING BEYOND ANNUITIES, OTHER VALUABLE RETIREMENT CONSIDERATIONS
Guest speaker Tom Hegna June 2021
Covering everything from retirement income and taxes to life insurance, healthcare, and more. Tom shares his best advice so you too can become …
LISTEN NOW >>
FIA & RILA INDICES: THE GOOD, THE BAD, AND THE UGLY
Guest speaker Laurence Black August 2021
Laurence Black, of The Index Standard, highlights how his organization provides advisor-related unbiased index ratings, forecasts and breaks down …
LISTEN NOW >>
VALUABLE TIPS AND TRICKS TO ENHANCE RETIREMENT INCOME PLANNING
Guest speaker Mary Beth Franklin July 2021
Mary Beth Franklin is a nationally recognized expert in Social Security and Medicare planning …
LISTEN NOW >>