Imagine only having interested prospects nearing retirement attend your workshop and not needing to serve a meal?
Move from Product Salesman to Problem Solver™!
You won’t want to miss this opportunity to becoming “The Social Security Expert” in your area!
As an advisor, you realize that one of the most difficult tasks is positioning yourself in front of qualified new prospects. For years financial professionals have been trying to “attract” retirees to workshops. Now we would like to share a proven method that will allow you to see more qualified prospects! Recent studies show that three out of four financial professionals don’t completely understand Social Security or how to properly integrate benefits into a financial plan.
When and how to elect Social Security Benefits is a decision that every retiree must face. Research shows that approximately 74% of individuals currently drawing Social Security elected to do so prior to full retirement age. Some of these individuals unknowingly surrendered up to 25% of their full retirement age benefits due to little or no advice from their financial advisor.
While there are many helpful tools available to assist in Social Security calculations and planning, none of these tools go as far as bringing the consumer together with the financial professional like the PlanMyBenefit.com system. This system is not only designed to educate advisors on the Social Security program and planning opportunities, but to also provide warm qualified leads eager to listen and learn.
In order to be considered for the program you must currently be producing a minimum of $2 million of Fixed Indexed Annuity premium.
If you qualify and choose to participate, here are just a few of the deliverables you could have access to:
- Social Security Strategies Playbook
- Social Security Planning Software
- A 30 second TV Commercial to air in your market
- Social Security Seminar PowerPoint Presentation
- Customized Invitations for the Social Security Seminar
- DVD of a Live Social Security Seminar
For more information on PlanMyBenefit.com and Social Security Strategies University complete the form and download your FREE CBTV report, “The Truth About Social Security” or call Covenant Reliance Producers at 866.907.4275.