Financial Advisors: This is only tool you need to advise clients on when to claim Social Security

This Is How To Become your client’s Go-To Resource for Social Security with the Ultimate Tool for Advising Clients and prospects on when to claim Social Security

When your clients ask about Social Security, do you feel confident in your ability to guide them through one of the most important financial decisions of their lives? For many Financial Advisors, Social Security remains a complex and daunting topic, but it doesn’t have to be. In this video, Social Security expert Brian Doherty introduces you to the only tool you will need to advise your clients on the best age for them to claim their Social Security benefits.

  • Simplify Complex Decisions: Learn how the Claim With Confidence Calculator distills thousands of Social Security rules into clear, actionable advice that you can confidently deliver to your clients.
  • Client-Centered Design: Discover how the calculator’s user-friendly interface and output focus on the 4-5 key factors that clients actually care about, making it easier for you to guide them through their claiming options.
  • A Competitive Edge: Understand how becoming proficient with this tool can prevent you from losing clients to competitors who specialize in Social Security advice, and instead position you as the “Go-To” expert in your community.

Don’t let Social Security questions stump you or risk losing clients to advisors who specialize in this area. With the Claim With Confidence Calculator, you’ll have the confidence and the tools to provide precise, reliable advice that keeps your clients happy and loyal.

Keep an eye on your inbox! In a few days, we’ll be sending you a limited-time offer to gain unlimited access to the Claim With Confidence Calculator—the only tool you’ll need to guide your clients through their Social Security decision.

You want to be able to provide your clients with a financially comfortable and stress free retirement. In addition to the assets and savings you helped them accumulate, helping them make their best decision about when to claim their Social Security will also have a major impact on how financially comfortable they are in their retirement. With the Claim With Confidence Calculator, you will make sure your clients are made aware of all their claiming options, get every dollar of benefit they are entitled to and set them up for a more financially secure retirement. Don’t send your clients away because you can’t answer their Social Security questions, get our Claim With Confidence Calculator and you will never do that again.