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Advising Your Clients to Maximize their Social Security Income Benefits

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Uploaded on Aug 29, 2013

Abstract: If your client is at, or near retirement, this video is a must see. Through their fictitious Kugler Family, Frank and Bill Rainaldi discuss "just about" everything you need to know to give your clients the best advice on how to maximize their income benefits from Social Security. With so many Baby Boomers reaching retirement this is an important topic and one that will earn you the respect of a trusted advisor. It is one of the greatest lead generation subjects of our time.
Filmed live in front of a group of financial advisors, the following is a brief summary of some of the items that will be covered:
• The only definitions you will need to know
• How the system works, and how to determine income benefits
• Spousal Benefits
• File and Suspend
• The right time to take benefits and the right order of who should take benefits, you or your spouse
• When, Why and How to use Social Security benefits for life insurance purchases

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    Standard YouTube License

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