Instead of limiting your growth agenda this fall, embrace the opportunities generated by a tsunami of retirements.
That's what Mike did. You see he joined one of our earlier training webinars. Within two weeks he added over $700,000 in new assets by using our Social Security planning app and marketing tools. Mike's Walnut Creek advisory business is more valuable today because of his willingness to embrace the opportunity.
The data is clear:
The greatest surge of new retirees in the nation’s history is fast approaching.
68% think since COVID 19 it’s more important to optimize their benefits.
92% don’t know what to do to maximize their Social Security benefits.
72% of non-retirees would switch financial advisors post-COVID to maximize Social Security.
Learn more in our on-demand event: “Social Security Planning – Back to School.” In this one-hour interactive session our expert panel will share exactly how top advisors are using Social Security planning to get in front of more affluent clients and prospects . You’ll also hear about the latest technology and sales strategies for converting an increasing share of the retirement money-in-motion.
You’ll hear from:
Jack MartinCFP®, Virtual CMO InsurMark
Jeff QuigleyVP Enterprise Sales and Relationships, LifeYield
Brad SwineheartSVP Channel Marketing and Business Development, White Glove
Here’s what other advisors are saying about our Social Security Biz Builder program:
“True valuable content no sales. In fact I am looking forward to speaking with the company since the content was so valuable.”
“A complete support of information and training”
“Check it out, very informative.”
“Good tools are available when discussing Medicare & Soc. Sec. with clients great program.”
“Incredible set of tools”
“Thorough and in depth”
“Very comprehensive”
Our on-demand “Social Security Planning – Back to School” event is ready now.
Drive more growth today, join us!
By submitting this form, you provide your consent to our processing of your information in accordance with InsurMark´s Privacy Policy You may opt-out of receiving email updates from InsurMark at any time by updating your email preferences. If you have any questions or would like additional information about the program, please reach out to [email protected].