Many married couples actually leave between $30,000 and $100,000 on the table when electing Social Security benefits.
Omaha, NE (PRWEB) March 29, 2011
Senior Market Sales, Inc. is sponsoring a seminar on Thursday April 21st, 2011 for financial advisors and insurance agents around the Kansas City metro area who want to learn about one of the hottest topics in the financial planning industry: Social Security Timing™.
At the “Grow Your Business with Social Security Timing™” seminar, Joe Elsasser CFP® will introduce the unique patent-pending concepts and tools he’s developed to allow financial advisors to start helping their married clients maximize their Social Security benefit. There will be two seminars, one at 9:30 am and another at 1:00 pm, on April 21st, 2011 at the KC Airport Marriott. Advisors must RSVP by calling 1-800-769-1601.
“Despite the fact that Social Security accounts for 20% - 50% of many married couples’ total retirement income, little thought is given to maximizing this asset,” Elsasser said. “Financial advisors are experts when it comes to allocating assets, creating an income stream, and transferring wealth, but very few have the experience, the expertise or the tools to sit down with a couple and help them make the right decision when it comes to electing Social Security.”
According to Elsasser, because financial advisors and their clients are unaware of creative election strategies he calls Switch Strategies™—which can significantly increase a couple’s total lifetime benefit—many married couples actually leave between $30,000 and $100,000 on the table when electing Social Security benefits.
“Grow Your Business with Social Security Timing” aims to remedy this by teaching financial advisors:
...Why couples often leave between $30,000 and $100,000 on the table when electing Social Security
...9 creative election strategies that regularly increase benefits by tens of thousands of dollars
...How top advisors use Social Security Timing to attract new clients
...How to become known as an income planning specialist using Social Security Timing™
“The concepts, strategies and tools that we will introduce in this seminar will help advisors serve their clients better, get more referrals and differentiate their practice by addressing a need that virtually all their clients have, but nobody else is helping them with,” Elsasser said.
About Senior Market Sales, Inc.
Senior Market Sales has provided products and services to help independent agents sell insurance in the mature marketplace since 1982. Marketing quality insurance products from top carriers in all 50 states, Senior Market Sales specializes in Medicare insurance products, Annuities, Life, Long-Term Care and Travel insurance. With its personalized service, cutting-edge online tools and valuable lead programs, Senior Market Sales is committed to helping agents leverage their time and make more money. Senior Market Sales is headquartered in Omaha, Neb. Visit http://www.seniormarketsales.com for more information.
About Joe Elsasser CFP®, RHU, REBC
Joe Elsasser is an Omaha-based independent financial advisor. Working in the financial services industry since 2001 as an Advisor, a Marketer and a Coach, he is also the Director of Advisory Services for Senior Market Sales, Inc. Joe has created several retirement income tools and concepts, including the Sequent Income Model and and Social Security Timing™, a patent-pending software program that examines hundreds of possible Social Security timing and election strategy combinations and finds the option that offers the highest expected lifetime benefit.