Maximizing Your Clients’ Social Security – Matthew Allen
With over 10,000 baby boomers claiming their Social Security each day for the next twenty years, you are going to receive many Social Security questions.
The average couple receives over $1 million in lifetime Social Security benefits, so for many of your clients, this will be a critical component of their overall financial and retirement planning.
In addition to adding value by helping your existing clients make an informed Social Security decision, knowledge of Social Security can also be helpful to your overall practice and is a great lead generator.
In this one-hour session on Social Security, you will learn:
- Why 70% of Americans leave money on the table.
- How to help married, single, divorced, and survivor clients maximize their benefits.
- How to file, when to file, and the correct way clients should file for their Social Security.
- How to avoid costly mistakes and common traps.
- The “Other” Social Security benefits most clients (and their advisors) are not aware of.
Matthew has been at the forefront of financial services for over a decade. He has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing. In working with his clients, he realized that there was a major education and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security Advisors. Having performed countless hours of client-focused research, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors.He is also the instructor of the course, “Maximizing Your Social Security.”
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
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Overall Rating: 4.7 / 5
Video and audio MP3 formats available
Specifications: 60 minute webinar course
Knowledge Level: 3 – Intermediate
Visit Retirement Insight & Trends, InFRE’s newsletter for retirement professionals, for a summary of this presentation.