Learn how to help your clients maximize their benefits from one of the country’s top Social Security Experts.
Become your clients’ retirement income hero! Help them maximize their benefits. Watch the Power Session LIVE Advisor Webinar below to learn about some options that will provide your clients hundreds of dollars in benefits each month and make them your #1 fan! For further one-on-one assistance, Ruth Driscoll is offering to help make sure that your clients are getting the benefits they deserve. Ruth speaks around the country training financial professionals, accountants, and clients alike on how Social Security works and how to maximize benefits.
A Social Security Consultation includes:
- The Social Security Benefit Client Questionnaire Form
- Calculations executed by a Social Security Expert (Ruthann Driscoll, JD, CFP®, CLU®, RICP®)
- 15 minutes with the Social Security Expert to review the calculations performed and discuss recommendations on how best to optimize your clients’ retirement income plan
- A conclusion report from the Social Security Expert detailing the optimal plan of action for your client.