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Access a turnkey system to help maximize your clients' Social Security benefits

Ever heard these questions? When should I withdraw my Social Security? How do I get the most of Social Security? Do I have to quit work to receive benefits?

Answer your clients’ questions before they arise with this Social Security Maximization Toolkit.

Our complimentary toolkit includes:

1. Social Security optimization ideas from retirement

expert Curtis Cloke

2. Social Security FAQ for clients and prospects

3. "When to Withdraw Social Security Benefits"

point-of-sale tool

4. Social Security Benefits Taxation point-of-sale sheet

5. Comprehensive Social Security Client Fact Finder

6. Educational white paper on Social

Security Maximization

7. Seminar mailer to promote a Social

Security-Focused Workshop

8. Customizable prospecting letter that can trigger

response on this hot topic

9. Informative Powerpoint client presentation

To access your complimentary Social Security Maximization Toolkit*, contact Creative Marketing at 800.992.2642 for details.

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