How do you find $100,000 in lifetime benefits for your affluent clients in 5 minutes or less?
How do you uncover the 3 -7 accounts affluent families have with different institutions and increase your share of wallet?
In less than five minutes, advisors using our data-driven
Social Security Plus app are able to answer the first question. And 10 minutes later they can answer the second. BTW,
this app doesn't cost InsurMark advisors a dime!Over 100,000 financial advisors from some of the largest firms in our business are using the
Social Security Plus app.
If you're a wealth, life or annuity advisor who helps clients maximize their retirement income, then you need to join us on August 31 at 3pm CT for our next
Social Security Plus Office Hours. You will learn how you can give your clients and prospects more value and convert more affluent prospects to clients
without the complexity of traditional "Social Security Optimization" approaches.The data says optimizing Social Security benefits can mean over $100,000 more in lifetime benefits affluent families. It's a benefit they value. Over 70% say they would change financial advisors to get good Social Security planning advice.In our 60-minute interactive session, Jeff Quigley, Vice President and Alyson Dorosky CSSCS and LifeYield's head of Social Security Planning, will join us to answer your Social Security planning questions about specific planning scenarios. You'll also learn:
- How to find the answer to their $100,000 question in 3 minutes or less without spreadsheets or phone a friend.
- The 3 expert-driven questions that drive rollover business, uncover hidden assets and estate planning opportunities.
- How you can access our award-winning Retirement Success and Retiring in Uncertain Times lead gen campaigns.
