“How can I maximize my Social Security benefits?”
That is a key question most 55- to 65-year-olds are asking today, and it is presenting a major opportunity for advisors to counsel them and start up a new business relationship.
Software can help
The subsequent appointments generated from seminar attendees typically lead to personalized analysis of a person or a couple’s specific situation. There can be a lot of dynamics at play. Clients are often asked to bring any recent Social Security statements showing estimated benefits at full retirement age and early retirement age, and to inquire about possible benefits available from former spouses that could be integrated into maximization plans.