Making the Most of Social Security
Making the Most of Social Security helps you educate clients and prospects about sound retirement income-enhancing strategies, with a major focus on Social Security. The presentation describes Social Security rules and restrictions, spousal and survivor benefits, and recent changes resulting from the Bipartisan Budget Act of 2015. In addition, the seminar addresses how to make informed retirement plan distribution decisions and how to create a “do-it-yourself” personal pension using annuities.
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System Components
- 75 full-color presentation images with sourced scripts
- A coordinated marketing campaign that includes a flyer, direct-mail letter, postcard, and invitation
- Access to result-producing dining invitations, letters and wave direct-mail packages
- 20-page, 4-color, personalized participant workbook
- Evaluation form
- FINRA reviewed
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