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EPISODE 3:
Optimizing Social Security
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Listen to the third episode of the
Legacy Marketing Group®
podcast series “Tune In to Sales,”
and discover an approach to helping clients optimize their Social Security claiming strategy that can build trust and lead to increased sales!
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| TUNE IN, AND LEARN HOW TO:
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Ensure you have the Social Security Timing conversation with every client.
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Help married clients consider the costs of claiming early versus delaying one or both of their claims.
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Show clients how Social Security claiming fits into the entire gamut of retirement planning.
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| Optimizing Social Security
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DURATION: 30 Minutes
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| HOSTED BY: |
| John Terry |
Sales Director,
Legacy Marketing Group |
| With more than two decades of experience in leadership, team building, communication, and human behavior, John helps Producers better engage
with clients and prospects—and create conversations that lead to sales. |
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| SPECIAL GUEST: |
| Joe Elsasser, CFP® |
President,
Covisum®, LLC |
| Founder of financial tech company Covisum and co-author of “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income,” Joe
helps advisors streamline the retirement planning process for their clients. A regular speaker at industry events, Joe is frequently interviewed by trade and national media. |
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QUESTIONS?
Call Legacy’s Marketing Field Support Team
at 800‑395‑1053, Ext. 4002.
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| LMG4737v0325 |
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FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS. |
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