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The Done-for-You Social Security & Tax Strategies Presentation

Reveal important factors to an appropriate claiming decision in your next in-person or virtual event

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This is one of our more popular presentations because you’re able to:

  • Help guide clients in determining their claiming strategy
  • Demonstrate the power of cumulative benefits
  • Share the mistake often made when planning for a survivor
  • Show clients how they could potentially reduce their income tax bill in retirement
  • PLUS, highlight compelling reasons to schedule an appointment with you.

Complete the form to get this done-for-you client presentation.

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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/or the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing piece in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.

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