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A Gift Your Boomer Clients Will Remember and
Appreciate
The New
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.
Dear Advisor:
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 new 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 income planning.
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 from your office 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" x 12", 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:
- 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
Sturdy Laminate Includes 7 Charts and Room to Add
Logo
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 earning's 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 information.
The truth is, after years of paying in to 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 knowledge and informed financial advisor, are just the
person to hand them their own personal copy of The Baby Boomer’s Guide to Social
Security.
This is the sort of reference guide that clients will pass along to friends,
colleagues and family. That’s why we’ve designed it so that it’s easy for
you add a simple logo/sticker using an Avery 5932 label.
| Please Note: FINRA REVIEWED |
| 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 compliance department. |
Order your 50-Pak Today—Give Them
to Clients Next Month
The 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, a 33% savings off the
$5.95 retail price. Plus, get this great
FREE bonus…
BONUS:
Niche Marketing Case Study DVD
When you order your 50-pak of The Baby Boomer's Guide to Social Security, we'll include a
FREE
copy of our The Niche Market Strategy DVD
"On the Moccasin Telegraph: A Horsesmouth Case Study" ($39 value). This
popular 23-minute DVD interview takes
you inside one advisor's unique niche strategy and offers insights on
the benefits and rewards of a niche strategy.
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.
Best,
Sean M. Bailey
Editor-in-Chief
Horsesmouth
39 Broadway, Fl 23
New York, NY 10006
888-336-6884 ext. 1
PS: When you order your The Baby Boomer’s Guide
to Social Security, pak (50) today, we'll include a
FREE
copy of our "On the Moccasin Telegraph: A Horsesmouth Case Study” DVD. This
popular case study provides a compelling, informative look into how one
advisor has succeeded building a niche strategy. Just our way of saying
thanks.
FOR INSTANT SERVICE Call Toll Free:
1-888-336-6884
ext 1
(Outside U.S.): 1-212-343-8760 |
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Help clients and prospects better understand all
their retirement benefit options under Social Security.
Join today.
Savvy Social Security Planning for Boomers: $297 $197
|
|
Help clients and prospects better understand all
their retirement benefit options under Social Security.
Join today.
Savvy Social Security Planning for Boomers: $297 $197
|
|
Help clients and prospects better understand all
their retirement benefit options under Social Security.
Join today.
Savvy Social Security Planning for Boomers: $297 $197
|
|
