Maximizing Social Security Retirement Benefits

Social Security guru and InvestmentNews contributing editor Mary Beth Franklin provides up-to-date information on Social Security claiming…

Social Security guru and InvestmentNews contributing editor Mary Beth Franklin provides up-to-date information on Social Security claiming strategies that could save you and your clients lots of money. Revised for 2016. This new edition reflects changes in claiming strategies due to the Bipartisan Budget Act of 2015. Please answer the following questions in order to download your book.

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1) I am interested in meeting with a product consultant to learn more about: (choose all that apply)*
How to provide income protection to a clients survivor
Strategies for delaying Social Security to maximize benefits
Preparing my clients and their families for unexpected health events

2) I’m interested in learning more about the New York Life Social Security tool and how to use it to engage my clients. *

3) Currently, our Social Security resources include:
The NYL Social Security Tool powered by LifeYield
Benefits Brochure
At-a-Glance Fact Sheet
Maximizing Your Lifetime Social Security Client Presentation and White Paper
Product Solutions / Sales Concepts
Social Media Prospecting Posts
What additional resources would help you use Social Security to prospect for clients? (choose all that apply)*
Postcard
eCard
Rightbridge list
Ghostwritten articles
Other

4) If you chose “Other” in Question 3, please specify what additional resources would help you prospect to clients?

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