Here’s an Easy Campaign to Stay in Front of CPAs and Other Strategic Allies…

Send Them Your Custom Copy of Horsesmouth’s Social Security Quick Reference Guide.

Recently, I received a phone call from an advisor excited by the fact Horsesmouth had produced a quick reference guide about the basics of Social Security.

She was excited because she wanted to share copies with her CPA associates.

She knew these CPAs had all the heavy-duty reference texts on Social Security they needed. But she knew they’d love to have a fast, simple and quick way to get at the basics

So now she’ll be sending those CPAs copies of Horsesmouth’s Social Security Quick Reference Guide.

How to Use the Guide

Retirement benefits are based on the top 35 years of earnings so it’s important to get as many “high paying” years in as possible. Working just one year longer in a high paying job could make a substantial difference in your retirement benefits.

Use this as a reference when the client’s statement isn’t available and if the client is confident that he or she had maximum earnings for 35 years. These estimates can help clients in planning.

No more digging around on the shelves or searching on the Internet for information like:

• Spousal and survivor benefits adjusted for early and delayed claiming
• Full retirement age for a birth year
• WEP and GPO reduction amounts
• Social Security cost-of-living adjustments (COLAs)
• Medicare Part B premiums for 2024
• Maximum wages subject to Social Security tax

Click Here to See Both Sides of Branded Sample

Remember, here’s what you get for $297:

• Branded PDF for instant use with clients and prospects starting right now.
• 100 Branded, Hard Copies (Printed) of Social Security Quick Reference Guide For 2024 that you can send in the mail, hand out in person and include in any other client or marketing campaigns. The branded, coated, 8.5 x 11 Social Security Quick Reference Guide is the type of client handout that reinforces your reputation as a client-centered, forward-thinking advisor

*Custom personalization (including special characters, bolding, and additional text) is available for an additional fee. Call Member Support 888-336-6884 ext. 1 for further information.

Try Now—See How Your Personalization Will Look on Social Security Quick Reference Guide For 2024

Before you place your order, you can preview how your branded Social Security Quick Reference Guide For 2024 will look.

Just complete all the fields in the form on this page and then click on Preview. NOTE: You will not be charged until the end of the process, so it’s totally safe to try it out now.

PLEASE READ QUICK GUIDE BELOW: Be sure to carefully complete all the relevant fields.

Follow this quick guide to make sure your personalization is correct and looks good.

You start by completing the form at the bottom of this page with this information:

1. Advisor’s name with first, middle, and last.
2. Add any designations you want listed. (Optional)
3. Upload your photo. (Optional)
4. Advisor’s title. (Optional)
5. Company/firm name.
6. Upload your firm’s logo. (Optional)
7. Mailing address.
8. Phone, email and web address.
9. Disclosure or Disclaimers: NOTE: Don’t leave this out as it’s probably required by your firm. Just copy from your existing disclosure or disclaimer. Be sure to review and close up any unwanted spaces or returns.

THEN, click the yellow PREVIEW button at the bottom right of this page. Now you’ll see a mini-size representation of how your personalization looks.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext. 1 (Outside U.S.: 1-212-343-8760)