Don’t confuse your clients by giving them too much information on Social Security. Too much information doesn’t help them decide on when they should claim their benefits, it makes that decision harder.

I found this out many years ago when I first started to talk to clients and prospects about Social Security. I overwhelmed them with the volume of information I gave them, which made them more confused and increased their level of anxiety when trying to decide on the best age for them to claim their benefits.

Watch this short video in which I describe how I discovered the 3 Things that your clients need to know about Social Security before they claim their benefits. Nobody has told them these 3 Things, so you should be the one to tell them, and when you do, they will thank you for it.