As a Medicare agent, you’ve already won the hardest battle: Trust. Your clients rely on you to navigate their healthcare, but many are still facing a massive "income gap" in their retirement that Medicare alone can't fix.
I’m hosting a specialized webinar, "Social Security Strategy: A Proven Path to More Annuity Sales” on February 25th at 2pm Eastern, to show you how to transition from "the Medicare person" to a holistic advisor who secures their entire financial future.
Social Security is the foundation of your clients' retirement, yet most don't understand how to maximize it. By helping them solve the Social Security puzzle, you naturally open the door to fixed and indexed annuity conversations.
When you talk to a client about Social Security, you aren't just discussing a monthly check—you are opening a window into their entire financial house.
Most Medicare agents stop at the Med Supp or Advantage plan, but the most successful agents know that a Social Security review is the single best way to uncover a client's need for Annuities and Life Insurance.
I’m hosting a webinar, "Social Security Strategy: A Proven Path to More Annuity Sales," to show you how to spot these high-value opportunities that are hiding in plain sight.
What we will uncover during the Social Security conversation:
The Annuity Connection: Learn how to identify "lazy money" in low-interest accounts that could be working harder (and safer) in a Fixed or Indexed Annuity to supplement Social Security gaps.
The Life Insurance "Tax Trap": Discover how to pivot from Social Security tax concerns to the tax-free death benefits and living benefits of modern Life Insurance policies.
Legacy Protection: How to address the "Survivor Benefit" drop-off—positioning Life Insurance as the essential tool to replace lost Social Security income for a surviving spouse.
Asset Maximization: Why moving a portion of a retirement nest egg into an annuity can actually lower the taxes your clients pay on their Social Security benefits.
If you aren't having these conversations, someone else will. Join me to learn how to protect your book of business and provide the holistic planning your clients deserve.
Wednesday, February 25th
2:00 PM Eastern / 11:00 AM Pacific