Boomers Expect Their Advisor to Act as Educator, Too…

Be Sure You Give Them The Baby Boomer's Guide to Social Security.

Yes, please send me the client-handout reference pack (50) of The Baby Boomer's Guide to Social Security for 2024, so I have copies to share with pre-retirees throughout the year. Note: Your Baby Boomer's Guide to Social Security will ship soon.

This 4-panel, 2-sided, 8.5" x 11", reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making Social Security decisions, including:

• What are the benefits of Social Security
• How you become eligible for Social Security benefits
• How your retirement benefit is calculated
• When you may begin receiving Social Security benefits
• When should you apply for benefits
• What if you apply between the ages of 62 and 65
• What if you apply between the ages of 66 and 70
• How COLAs affect Social Security benefits
• How spousal benefits are calculated
• How divorce affects Social Security benefits
• How widowhood affects Social Security benefits
• How working affects Social Security benefits
• How pension income affects Social Security benefits
• How benefits are taxed
• How to apply for Social Security benefits
• Information and documents you need to apply for benefits
• What about Medicare
• What about Social Security reform

6 Reasons to Give Clients the Boomers Guide to Social Security

1. Because you're the expert. People want their advisor to be a source of important information and the Boomers Guide to Social Security is just such an example.
2. Because Boomers are curious. Unlike their parents, they just won't pad on down to the Social Security office and file for benefits. They want to understand how it works and when to apply. The guide helps educate them.
3. Because the guide demonstrates Social Security's complexity. And that reinforces your value, the idea that it's important to have an advisor, especially for retirement matters.
4. Because it's a good "marketing touch." Pop a copy of the Guide in the mail, along with a cover letter, to all your clients in the pre-retirement mode. They'll be impressed by your forward-thinking.
5. Because it's a perfect handout. Share with clients and prospects at meetings, workshops and other events where you need or want personalized material to share with others.
6. Because it demonstrates your commitment to keeping clients abreast of retirement income planning. And when people know you're committed to them and your profession, that promotes loyalty and referrals. 

The Baby Boomer's Guide to Social Security 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.

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