Accessories


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.

$29.00 *

Accessories

Title: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans:-Designations, Distributions and Avoiding Traps

An explanation of the rules and regulations that govern beneficiary designations, costly mistakes that are often made, and how to help clients avoid making such mistakes. 

MP3 and MP4 download.

$29.00 *