Many financial advisors and insurance agents have been going gang busters over seminars about Social Security.
Well that gravy train is now OVERRRR. Thanks to our wonderful Congress they are calling the “Social Security Claiming Strategies” a loophole that needs to be closed.
And indeed in this disgraceful budget deal they are eliminating the loophole. That means “claiming strategies” can’t be used in the future. The final closure age and birthdates may change slightly.
WHAT ARE YOU GOING TO DO NOW?
Well you better go back to what has worked for the last 20 years… build their total retirement picture and focus on discussing it with the client. That’s the 100% best guaranteed way to get their attention, engage them, and get them talking about their situation. Of course the RetirementView program is the best way to do this….
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