It’s highly likely your clients have questions about retirement and more specifically around social security. But they may not be sure what to ask except for “when can I retire?” and “when should I collect?” It’s never too early to talk to your clients about retirement and a quick conversation about key areas of concern can be a great spring board into a discussion around long term financial goals and retirement planning.
Do you feel comfortable talking with your prospects about Social Security? Do you avoid going deeper with clients in conversations about Social Security because you find it difficult to illustrate potential outcomes in a way that motivates them to act? What if you could provide prospects with an interactive tool to show the impact different Social Security scenarios would have on their Retirement success?