Timing of Social Security Benefits, here are some resources for you
When to elect Social Security may be the most important decision your clients make about their retirement. Yet the average client knows startlingly little about how to make the right decision that maximizes their Social Security income.
What might surprise you is just how many of these clients are now looking to you, their financial advisor, for guidance in this space. According to our research, 57% of married couples age 60–66 expect Social Security advice from their financial planner; 56% say they would actually look for another advisor if their current one couldn’t help them with Social Security.
Consequently, it is our position that Social Security Planning is on its way to becoming a cornerstone service for financial planners. If you’re unfamiliar with the mechanics of Social Security and how to maximize it, don’t worry. Social Security Timing® has assembled a number of resources to support you as you begin having these discussions with your clients.
Video: Social Security Timing™ for Married Couples
Special Report: Social Security Planning: A Cornerstone of your Financial Practice
Article: "When Should I Elect Social Security?"
Article: Social Security Considerations for Government Employees
CBS MoneyWatch Reviews Social Security Timing®
“What’s at Stake?” Calculator
Social Security Timing® is a patent-pending software application used by financial advisors all over the country to help their married clients maximize their Social Security benefits. Use the coupon IARFC to get a 30-day free trial and $29.99 per month subscription price. There is no long term agreement - the software is simply month to month subscription. Call: 877.844.7213
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Tentative schedule, February 15-19, Friday-Tuesday
Day 1 – leave home, fly to Cozumel, join other RFC divers for dinner.
Day 2 – morning two tank boat dive, lunch, brief nap, then CE.
Day 3 - morning two tank boat dive, lunch, brief nap, then CE.Optional Night dive
Day 4 - morning two tank boat dive, lunch, brief nap, then CE.
Day 5 – leave Cozumel and return home, relaxed and ready to earn more money.
Package costs: 4 nights hotel, meals and a 6 dive package. All-inclusive, meals and bar service. The CE component includes Business Owner presentations, manual, spreadsheets and CD-Rom with all documentation. $ 715 + $150 CE and Registration Fee. Non-diving companion, $395. A great opportunity for your frequent flyer credits!
Plane fare depends on city: $600-900.
Dive House 6 tank package – a 5 star PADI facility: $225 (optional night dive $45)
Gear rental available.