SMS Introduces Exclusive Program: Total Social Security

  • Originally published August 5, 2014 , last updated May 5, 2021

Today’s client has different expectations of you. The Great Recession rattled people’s sense of security and heightened concerns about retirement income. There is tremendous opportunity but also massive risk if you fail to prepare and differentiate yourself from everyone else clamoring for baby boomer business.

Based off decades of extensive experience and leadership in the senior market and insurance industry, Senior Market Sales® has developed an exclusive program – not offered by any other IMO – to help you not only survive but also thrive in this competitive, ever-changing environment. Total Social Security is a new SMS program that gives you everything you need to build Social Security planning into your practice – at no cost to you.

Why is Social Security planning important to you as an advisor? Social Security makes up more than half of most people’s retirement income, and a poor election decision can cost them tens of thousands in benefits. Consumers are beginning to recognize what’s at stake. In a recent survey, more than 60 percent of people age 60 to 66 said they would be willing to look for another advisor if theirs couldn’t help with Social Security election strategies.

You need to be talking to your clients about this, but integrating Social Security planning into your practice is not easy. You can’t accomplish it by just buying some software or doing a seminar. Those things are important, but you’re also going to need training, support, and a process to take you from giving away Social Security planning advice to making it a profitable part of your business.

Other IMOs may offer a piece here, a piece there. But only SMS gives you the total package. The industry’s leading software, Social Security Timing®. The training. Marketing resources. Live support.

These resources would cost you at least $3,000 each year if you didn’t get them through Total Social Security.

Total Social Security will help you:

  • Use Social Security planning to open the door to annuity, LTC and life insurance sales
  • Easily calculate a client’s best Social Security claiming strategy
  • Identify where Social Security falls short of projected income goals
  • Identify specific product solutions to fill those gaps
  • Access resources to market the highly in-demand service of Social Security planning

Ready to get started? Call 1-877-645-4939 or register here.