3 Social Security solutions to increase production

William Meyer, in the National Underwriter’s Life Health Pro, reports that social security planning for your clients can (and does) effectively drive production, as well as serve as a bridge to the larger issue of sustainable retirement income.

How is it done?  According to Mr. Meyer, by addressing three issues they can do this:

  1. Address complexity.
  2. Coordinate social security into overall retirement plan.
  3. Address points of confusion by clients re social security.

via 3 Social Security solutions to increase production | LifeHealthPro.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.