Social Security is the foundation of
everyone's retirement plan. Learn how to maximize it and you will be deemed to
be far more than someone preparing taxes. Here is how to use it as a
non-threatening door-opener:- Tell everyone about Social Security maximization. Everyone has an opinion about Social
Security. It is easy to enter into a conversation. Start with, "Did
you know that 70% of retirees lose thousands of dollars in Social Security
because they don't know how to collect their maximum benefit?"
- Here is something 99% of Social Security retirees miss: Spousal Benefits may provide up to $60,000 of
"Free Money" .
- Share pitfalls: Starting
Social Security income at age 62 may cost over 100,000 in lost benefits.
- Ask this question:
"You pay into Social Security for about 40 years. Why don't you
spend 40 minutes with me so I can show you how you can get the most money
from it."
- Call your existing customers and tell them how excited you are about your new Social Security Maximization calculator. This will open doors to new business and
referrals.
- Give everyone five business cards and ask them to help their friends maximize their
Social Security benefits.
- Be enthusiastic! You
have the key to put thousands of dollars into the pockets of everyone you
meet!
- Transition question: "I have access to concepts similar to Social
Security in that they provide risk-free lifetime income. Would you like to
hear about other ways you can guarantee your future income?"
Start a Social Security conversation and let me know how it turns
out. We can help you explain to your clients the power of Social Security
Maximization.
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