A Business Opportunity for Financial Advisors
There is a tremendous demand for professionals that understand Social Security, but the facts are most advisors know very little about Social Security and Medicare.
How Much Do You Really Know?
Over 80 million baby boomers will be collecting Social Security – that's over 10,000 individuals a day that need real answers. When should a self-employed individual stop paying into Social Security? How does someone maximize their Social Security benefits?
Did you know that the Social Security Administration is not legally authorized to provide advice specific to an individual's circumstance? For this reason, approximately 90% of those individuals collecting Social Security do not maximize their benefits since they go directly to Social Security Administration to file without speaking with a professional advisor first. That's like your clients going to the IRS for tax advice?Would your clients want the IRS to prepare their tax returns and determine the amount of their refund? Of course not. Your clients and prospects need YOU desperately to provide them answers that are specific to their particular situation. Factors including work history, age, health, dependents, marital status and retirement savings impact when one should start collecting.