Financial Advisors: Don’t Tell Your Clients to Wait Until age 70 to Claim Social Security

Financial Advisors: Don’t Tell Your Clients to Wait Until age 70 to Claim Social Security

Don’t tell your clients to wait until age 70 to claim their Social Security benefits. Tell them that you are indifferent when they claim their benefits. 

But you want to make them aware of 3 Things about Social Security before they claim.

Then show them the 3 Things. These are 3 Things they have never seen or heard before. They will thank you for telling them and look at you as an authority on the subject of Social Security.

Watch this video in which I tell you about a meeting I had with a client, and after showing him these 3 Things, it totally changed his mind about when he should claim his benefits.