Our whole industry is doing it wrong. A harsh critique, but spot on when it comes to Social Security planning. Agents and advisors can’t make money from it, according to conventional wisdom, so why waste your time? To ignore it is a major professional fail, for starters, but we’ll come back to that.
Believe it or not, Social Security planning for your clients can (and does) effectively drive production, as well as serve as a bridge to the larger issue of sustainable retirement income.