Open the Client Floodgates With Social Security Educational Workshops and Technology

Did you know you can use Social Security planning to open the door to annuity, long-term care and life insurance sales? With the right tools and support, you can easily identify where Social Security falls short of projected income goals, which sets you up to identify specific product solutions to fill those gaps.

And the time is right to deliver this needed service.

Public awareness about the importance of claiming Social Security at the right time has increased in recent years, with everyone from mainstream media reporters to advisors who blog encouraging people to work with an advisor well-versed in Social Security.  (More than a third of recipients claim their benefits at the earliest possible time, age 62 — a decision that can cost up to $250,000 in lost benefits, according to some studies.)

Offering Social Security claiming advice is an opportunity not only to serve the well-informed client who’s actively seeking Social Security information but also to protect yourself from losing clients  in the future for not offering an increasingly expected service. It’s also an opportunity to add value to existing client relationships and secure their business long-term. Imagine a client’s delight when you show him thousands of dollars he wouldn’t have received if not for your advice.

The open-to-the-public workshop that educates pre-retirees on Social Security is a proven prospect magnet, but if you can’t deliver the promised goods, you’ll fail to convert those leads into clients. The key to the successful conversion is combining the workshop with technology that helps you deliver valuable, customized Social Security claiming strategies.

But first things first: you’re not a Social Security expert, so how can provide advice?

How to Get Started

Total Social Security^® is a Senior Market Sales^® (SMS) program that gives you everything you need to build Social Security planning into your practice — the training,  the industry’s leading software, marketing resources and live support for any software and Social Security questions. Other insurance marketing organizations (IMOs) may offer one piece here, or another piece there. But only SMS gives you the total package. And, these resources — which would cost at least $3,000 a year — are available at no cost to advisors who qualify.

At the heart of the program is Social Security Timing^®, the technology that pioneered the Social Security claiming landscape for advisors. This powerful software does the complicated calculations for you, identifying Social Security strategies so you can compare them, view alternate strategies and make a personalized recommendation tailored to your clients’ needs. Easy-to-understand charts simplify the complexities of Social Security for both you and your clients.  And if you do need assistance with a complicated case or the technology, support is just a call away.

To see if you qualify, call an SMS marketing consultant at 1.800.786.5566 or fill out this form.

How to Attract Prospects

Once your technology is in place, you can start planning educational workshops on Social Security to attract prospects. SMS also makes this easy, with Client Stream. Client Stream is a lead-generation program that gives you everything you need at whatever level of event support you need, from do-it-yourself to full-service turnkey options. The workshops are the flagship of the Client Stream program, offering compliance-approved, scripted presentations, client-facing materials, marketing collateral and technology. 

In addition to Social Security planning, Client Stream also offers educational materials on other topics that resonate with pre-retirees and retirees, including long-term care planning, understanding Medicare, taxes in retirement, core retirement decisions and understanding annuities. Client Stream is specifically designed to help you clearly demonstrate your value to prospects, deliver qualified leads who refer for years to come, and position you as an expert in your community. 

For those who choose to do educational workshops on their own without assistance, the 28-page “The Ultimate How-To Guide for Successful Client Workshops” covers every step and detail so you can deliver a seamless customer experience.

To speak with a marketing consultant about getting started with Client Stream, call 1.800.786.5566. Or get “8 Tips for a Lead-Generating Seminar,” a free tips sheet.

Grow Your Business With SMS Technology and Lead Generation

Whether you’re looking to grow your business horizontally by adding new clients or vertically by expanding into new product lines with existing clients, SMS provides the lead-generating educational workshops to attract prospects and the technology to deliver on the value you demonstrate during the educational workshop.

With some 10,000 baby boomers turning 65 every day and Social Security serving as the primary retirement income source for many Americans, the opportunity to provide in-demand information on Social Security is enormous. And the competition among retirement planning and insurance professionals to reach this audience —and to reach them first —is fierce.

Social Security is a topic that can help you reach pre-retirees and retirees at the right time in their retirement planning, and SMS’ exclusive combination of educational workshops and technology can help you stand out from those clamoring for their business.

 Call 1.800.786.5566 to speak to a marketing consultant today about how SMS can help you.