The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series

Social Security Strategies Applied

March 17, 2016

This week we are excited to debut our brand new on-demand Take Action podcast series hosted by Jason L Smith. This practice spotlight features Don Chamberlin, a top financial advisor who has been effectively refining and implementing Social Security strategies in his financial practice for years. On this podcast he will share his candid, first-hand experiences and results including:

  • How to successfully market Social Security services

  • How to transition Social Security prospects into holistic financial planning clients

  • The biggest challenge he has faced in his practice with implementing Social Security strategies, and how to overcome this obstacle

  • Why to never give away free Social Security reports

  • And more!

If you have questions or feedback regarding the application of Social Security marketing and planning in your financial practice, call Clarity 2 Prosperity at (888) 240-1923 or visit today!

For financial professional use only.