Boomers expect their advisor to act as an educator, too...
Be sure you give them The Baby Boomer's Guide to Social Security.
Yes, please send me the 2026 client-handout reference pack (50) of The Baby Boomer's Guide to Social Security for only $217, so I have copies to share with pre-retirees throughout the year.
The Reference Guide
This 4-panel, 2-sided, 8.5" x 11" reference guide reinforces your expertise and helps explain the key concepts clients need to understand when making Social Security decisions, including:
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What the benefits of Social Security are
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How you become eligible for Social Security benefits
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How your retirement benefit is calculated
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When you may begin receiving Social Security benefits
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When you should apply for benefits
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What happens if you apply between ages 62 and 65
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What happens if you apply between ages 66 and 70
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How COLAs affect Social Security benefits
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How spousal benefits are calculated
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How divorce affects Social Security benefits
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How widowhood affects Social Security benefits
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How working affects Social Security benefits
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How pension income affects Social Security benefits
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How benefits are taxed
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How to apply for Social Security benefits
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What information and documents you need to apply
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How Medicare fits into the conversation
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What to know about Social Security reform
6 Reasons to Give Clients the Boomers Guide to Social Security
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Because you're the expert. People want their advisor to be a source of important information, and this guide helps reinforce that role.
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Because boomers are curious. Unlike earlier generations, they want to understand how Social Security works and when to apply.
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Because the guide demonstrates Social Security's complexity. That reinforces your value and the importance of working with an advisor.
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Because it's a great marketing touch. Mail it with a cover letter to pre-retiree clients and prospects to stay top-of-mind.
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Because it's a perfect handout. Share it at meetings, workshops, and events where you want personalized material in clients’ hands.
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Because it demonstrates your commitment. Showing clients you care about their retirement income planning builds loyalty and referrals.
Order Your 50-Pack Today
The Baby Boomer’s Guide to Savvy Social Security Planning is a durable 8.5" x 11", 4-page resource.
It’s a simple, powerful gesture that shows your commitment to them. Plus, promoting financial education outside of meetings benefits both you and your clients.
Order your client reference handout pack today—that’s 50 copies of The Baby Boomer’s Guide to Savvy Social Security Planning for just $217.
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Printed Hard Copies
Quantities and Discounts
|
|
Qty. |
Price |
Price per unit |
% of Savings |
|
50 |
$217 |
4.34 |
34% |
|
100 |
$388 |
3.88 |
41% |
|
150 |
$532 |
3.55 |
46% |
|
200 |
$684 |
3.42 |
48% |
|
300 |
$968 |
3.23 |
51% |
|
400 |
$1,262 |
3.16 |
52% |
|
500 |
$1,512 |
3.02 |
54% |
The Baby Boomer’s Guide to Savvy Social Security Planning 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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