A Gift Your Boomer Clients Will Remember and
Now, More Than Ever, Clients Want To Know About Social Security…
The Client Reference Laminate—The Baby Boomer's Guide to
Social Security—is FINRA-Reviewed…
Don't let your pre-retiree clients leave the office without a complimentary
copy from you.
Now more than ever—living through an epic, global financial crisis—your
clients have questions and concerns about how their retirement years are
going to unfold…
And when it comes to asking questions about Social Security, our
FINRA-reviewed client reference
is just what you need for the curious client who has questions and wants
access to important information about their retirement.
Elaine Floyd, CFP®, Horsesmouth's Director of Retirement
and Life Planning, has developed an informative, easy-to read client resource
that helps clients get a handle on the complicated aspects of Social Security
The Ultimate Take-Away for the Boomer Client
When clients come to your office and ask that all-important question, “When
should I file for Social Security,” it always presents a huge opportunity
for you to demonstrate knowledge and mastery of an important aspect of Retirement
Income Planning. (That's why we've created
The Savvy Social Security
Planning for Boomers program.)
When clients and prospects leave your office after discussing retirement
income and Social Security, they'll walk away with a completely
new and informed view of Social Security.
For many, it'll be the first time they've realized how important it is to
their retirement future.
And while their heads will be filled with new ideas and insights, they will
walk out with a useful information resource that sums up the major points
of what they've learned and gives them the ability to refer to it in the
future as they discuss the issues with family, friends and colleagues.
That's why we've created
The Baby Boomer's Guide to Social Security,” a 3-panel,
6 sided, 8.5" x 11", laminated reference guide on Savvy Social Security Planning.
This client reference explains the key concepts everyone must consider when
making Social Security decisions.
This FINRA-reviewed client communication answers:
Sturdy Laminate Includes 7 Charts and Room to Add Logo
- What is Social Security
- 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
This is no ordinary client handout.
The Baby Boomer's Guide to Social Security includes
easy-to-read-and-understand charts and graphs that explain important ideas
such as break-even analysis, break points, and earnings tests calculators,
all the concepts your clients will want your help in understanding.
As you'll discover,
The Baby Boomer's Guide to
Social Security is so attractive and eye-catching that you'll
find people asking for copies who normally might not be interested in financial
The truth is, after years of paying into the system, Boomers are waking
up and realizing they will end up collecting Social Security benefits and
they want to know more about how the system works.
And you, the knowledgeable and informed financial advisor, are just the person
to hand them their own personal copy of
Boomer's Guide to Social Security.
This is the sort of reference guide that clients
will pass along to friends, colleagues and family.
|Please Note: FINRA
|FINRA has reviewed the client
reference material for a Member firm and stated “the material submitted
appears consistent with applicable standards.” (Reference: FR2008-12-17-0224/H).
Like all such client materials, advisors need to consult their own
Order your 50-Pak today
Baby Boomer's Guide to Social Security is a great,
inexpensive hand-out for clients, prospects and strategic allies.
When you make a gift of the Guide to your clients, there's no easier and
simpler way to remind people of your commitment, expertise and professionalism
to their retirement.
So make sure The
Baby Boomer's Guide to Social Security is part of your client
education and marketing efforts. It's a sound investment in an information
product that helps you help clients succeed.
You'll find the handsome, laminated
Baby Boomer's Guide
to Social Security meets your highest standards for client
materials. Plus, it has been FINRA-reviewed.
Keep them handy to offer to clients and prospects.
Order your client reference handout pak today—that's 50 copies of
The Baby Boomer's
Guide to Social Security for just $197.
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.
Sean M. Bailey
21 West 38th Street
New York, NY 10018
888-336-6884 ext. 1
FOR INSTANT SERVICE Call Toll Free:
1-888-336-6884 ext 1
(Outside U.S.): 1-212-343-8760