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.
  • 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.
  • 1632248377-680dd432f6e85aca
    Dennis Mattern
  • 1589558742-6150ab4d0b3178cd
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne
  • 1648134550-a3aeda93a58bc334
    Marc Kiner
    CPA and Founder of National Security Advisor Certificate Program and Premier Social Security Consulting LLC