Robert Kron, Managing Director, Advisor Education for Nuveen, delivers educational programs designed to help financial advisors deepen client relationships. A key discussion is incorporating Social Security into portfolio and retirement income planning.
WEBCAST – The Social Security Conversation You Should Be Having With Clients and Prospects
Chances are that your clients and prospects don’t know enough about Social Security, including how to make an informed decision regarding their benefits. That knowledge gap represents a powerful opportunity.
Key takeaways:
- Uncover benefits clients are entitled to receive
- Implement a process for evaluating potential collection strategies
- Help clients identify and correct errors that could be costly
- Leverage the conversation to ask for referrals
Accepted for 1 CFP® / IWI / CFA CE Credit