Maximizing Your Client’s Social Security
3 hours General CE credit
Leon Hiracheta, LUTCF, FSCP
Do you have Baby Boomer clients? Are they ready for retirement? Are they worried and confused about their Social Security? Your clients have questions, and you need to have the answers.
Do you know that Social Security makes up 40% of most retired Americans’ income?
Join us as we explore one of the most misunderstood retirement topics that can have the greatest impact on your client’s retirement and on your ability to navigate them to a safe, comfortable future.
Your clients have been paying into the system their entire working lives. Do you know the secrets to help your clients get the highest benefit their entitled to?
Did you know that the Social Security Administration admits to giving widows the wrong advice 82% of the time, costing your clients more than 132 million dollars in benefits!
Do you know how to coordinate their retirement income with their Social Security and the impact that provisional income will have on their taxes in retirement? Can you explain to them why they might not qualify for full benefits even after a lifetime of paying into the system? Do you understand the effects of WEP, GPO, FRA, the Widow Limit and why Social Security employees are not allowed to advise your clients on how to maximize their benefits?
With more than 30 years in the financial services industry, your instructor has taught thousands of people how to maximize their Social Security benefits through classes held at colleges and universities throughout central Iowa. Now you can hear the secrets he teaches his own clients about Social Security and how you can help them maximize their benefits. If you can’t help them, they may start looking for an advisor that can.