SOCIAL SECURITY

MAXIMIZATION

A Toolkit for Insurance Producers

Now you can gain access to a turnkey Social Security Toolkit that is loaded with compelling sales and marketing tools to help your annuity sales. Social Security is not only a critical topic to your clients, but it is a great door opener to new annuity sales.

Our complimentary, Social Security Maximization Toolkit includes:

• Social Security optimization ideas from retirement expert Curtis Cloke

• Social Security FAQ for clients and prospects

• “When to Withdraw Social Security Benefits” point-of-sale tool

• Social Security Benefits Taxation point-of-sale sheet

• Comprehensive Social Security Client Fact Finder

• Educational white paper on Social Security Maximization

• Seminar mailer to promote a Social Security-Focused Workshop

• Customizable prospecting letter that can trigger response on this hot topic

• Informative Powerpoint client presentation

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Comprehensive Policy Review Program
Beneficiary Review Program
Fixed Annuity Income Rider Comparison Tool
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