Why All Advisors Need Social Security Planning and Marketing Skills
If you don’t have solid Social Security planning skills, you’re probably losing business to advisors who do because pre-retiree prospects—and clients—expect advisors to have this core retirement income planning expertise.
• 76% of future retirees who currently work with – or plan to work with – an advisor say they would likely switch and find an advisor who could advise on Social Security. (Nationwide Retirement Institute)
• Baby boomers who have been managing their own retirement accounts have not seen the need for a financial advisor – until now
• Boomers are realizing that retirement income planning is far more complex than simple portfolio management
This webinar walks you through the mistakes many boomers - and their advisors - are making with Social Security, and how you can gain the knowledge you need to help them. With the right education, tools, and marketing, you will have the power to build your SS expertise and meet new clients who are in the market for an advisor with proven retirement income planning skills.
Horsesmouth’s Director of Retirement and Life Planning, and the author of Savvy Social Security Planning for Boomers