Title:Leveraging the Social Security claiming decision to uncover opportunities to bring value to your clients and prospects
Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, it is difficult not to weave this component into your conversations with your clients and prospects and they prepare for retirement. Learn about Social Security from a holistic point of view and how you can help uncover opportunities to enhance retirement income for your clients.
Presenter: Heather L. Schreiber, RICP®
MP3 and MP4 download.
NO PRE-APPROVED CE CREDITS. YOU MAY CHECK WITH YOUR EDUCATIONAL ORGANIZATION FOR CE ELIGIBILITY
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions
Description: Do many of your clients or prospects nearing retirement ever have questions about Social Security? Are you routinely using these questions as an opportunity to help your clients navigate their way toward an informed retirement? If you aren’t talking about Social Security with your clients either because you think there is really nothing to discuss since the rules changed or there is no opportunity in it for you, you just might be missing the boat to a deeper level of trust from your clients and an opportunity for you to grow your business. Join Heather Schreiber, RICP, as she discusses ways to uncover opportunities to increase your clients’ retirement income, identify potential pitfalls when making the claiming decision and increase your likelihood of referrals through a holistic planning approach.
Topics covered include:
- If you aren’t talking about Social Security, you may be missing a huge opportunity
- De-mystifying the myths surrounding the claiming strategies
- Clients don’t know what they don’t know. How you can help create value to your client and trust in your relationship.
- How to help married clients see the bigger picture.