If you are a financial advisor, you know that every client brings as unique life situation to the table. Maybe the client is single, married, divorced, widowed, a child, a public employee, or someone who qualifies to file for a Restricted Application. No matter who is sitting in front of you, it’s critical that a financial advisor ask the right questions, understand their current financial situation and have an idea of future goals to provide a solid recommendation. Social Security can be taken hundreds of different ways and it all depends on getting good information upfront to make the right selection.
Agenda
Understand the questions and issues that relate to all clients.
How to ask probing Social Security questions to unlock additional benefits.
How to use Social Security strategy to connect with Baby Boomers.