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Showing results for: Annuity


Wendy Swanson, RICP®, CLTC, National Social Security Advisor (NSSA®) Certificate Holder

Wendy’s voracious appetite for learning new things means she’s often the marketing consultant advisors turn to when they want the latest products, features and sales concepts.

Learn How to Provide Tax Clarity

You don't have to be afraid to talk taxes. Join this webinar to learn how you can add value to clients by demonstrating how to make retirement decisions in the most tax-efficient way.

Mobile Social Security Calculator

Start the Social Security conversation anywhere. The mobile Social Security calculator lets you show anyone in seconds what's at stake when electing Social Security.

Social Security Analysis (Total Social Security)

Total Social Security provides 100% of what you need to build Social Security planning into your practice, including the industry's leading software.

Annuities

You need a partner that offers real solutions that help you reach more prospects, get more referrals and, ultimately, grow your business.

Why Advisors are Critical to Social Security Decision - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why financial advisors are critical to Social Security decisions

Transitioning from Social Security to Income Planning - Advanced Sales Forum

Joe Elsasser, creator of Social Security TimingTM, explains why transitioning from Social Security to Income Planning, and the different filings

The New Foundation of Retirement Planning

This white paper examines how demand for help with social insurance presents risks and opportunities for professionals who help Americans plan for retirement.