It is by no coincidence that some of the top producers in the financial services industry are currently utilizing Social Security Maximization as a very effective marketing tool. In recent years the often misunderstood and complicated leverage that could be attained from Social Security benefits has come into light; enabling financial professionals who are aware of the opportunities to seize new customers in a highly lucrative and rapidly growing aging segment of the baby boomers population and beyond. Often the biggest hurdle for advisors entering into this space has been trying to understand the complicated process of leveraging these benefits both from a tax perspective, along with the often overlooked spousal benefits and available claiming strategies. So what has changed and what hasn’t?
There are over 10,000 baby boomers a day now becoming eligible for Social Security benefits; but many don’t understand the pros and cons of taking benefits early and the significant depreciation of their benefits in later years due to early claiming and unused spousal benefits. It is because of this, that many individuals in this age demographic are already actively seeking knowledge in the form of seminars, and informational sessions as their friends and families tell them about such benefits. At the same time, many financial professionals are just not educated on some of the newest methods they can use to best benefit their clients. So what’s the solution, and how can a financial advisor still seize on the opportunity?
How Financial Advisors Can Get Started Today
The main hurdle is the barrier of knowledge that an advisor must attain to properly consult their potential new clients. In more recent years, new and sophisticated software has entered into the marketplace. In fact, there are now multiple software solutions available in the marketplace; these new software solutions allow advisors to instantly compute the most desirable path for their clients based off of a few inputs. This has helped enable many financial and retirement planning specialists that typically wouldn’t be leveraging Social Security Maximization as a marketing strategy to effectively form new relationships in their prospecting efforts.
Using software allows for advisors to offer a complimentary Social Security Analysis Report customized to fit each individual’s particular earnings record, they are able to provide valuable information that could potentially result in sometimes hundreds of thousands of dollars in additional Social Security benefits. Ask yourself this question: Who would not want to come in for an appointment with you to learn about how to accomplish just that?
How We Can Help If You’re Ready
An incredible prospecting method to help get you in front of qualified new prospects, Resource Solutions’ complete Social Security Selling Program offers a turn-key solution from start to finish, helping to ensure your success in implementing this marketing strategy. Complete with powerful presentation, proven effective seminar invitations, software to run reports, as well as online training by top producer that has consistently written in excess of 16 million in annuity production over the past two years, this program is sure to help boost your numbers and the profitability of your business!
As the leading direct mail marketing company in the industry, Resource Solutions has years of expertise in marketing financial services, coupled with a vast array of strategic direct mail marketing campaigns to help put you in front of qualified new prospects. We know this because this is exactly what we specialize in. Exclusively working Financial Advisor’s, RIA’s and Insurance Agents since the inception of our company, unlike many of our competitors, we are a one-stop shop. Staying with your marketing campaign order from start to finish, we handle everything from customized copy and design to printing and mailing—all under one roof. In addition to this, we make every effort to honor exclusivity, helping to ensure that competitors in your area will not receive the same marketing strategy you currently are implementing with us. To us loyalty matters and we aim to earn it; call us toll free today to see how we can help improve your marketing results: +1 866-855-3710!
“AT RESOURCE SOLUTIONS, WE DON’T JUST SELL MARKETING – WE SELL RESULTS!”