Show your prospects and clients what may be possible when it comes to Social Security payouts and potentially reducing their income tax bill in retirement.
When you use the Social Security and Tax Strategies presentation in your next in-person or virtual event, it effectively communicates to prospects and clients how working with a financial professional can help them get what’s theirs.
Complete the form to get a full preview of this done-for-you client presentation on Social Security and Tax Strategies we provide to our contracted agents.
© 2020 Partners Advantage - A Gallagher Company
FOR FINANCIAL PROFESSIONAL USE ONLY.
This presentation is not affiliated with or endorsed by any governmental agency.
This material is intended to provide general information only. It is not intended to render legal, accounting, Social Security or tax advice. Financial professionals who utilize this material are responsible for educating themselves on the concepts presented beyond the content provided.
Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use.