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.