• Optimizing Social Security

  • Mar 26 2025
  • Duración: 29 m
  • Podcast

Optimizing Social Security

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  • Resumen

  • Listen to the third episode of the Legacy Marketing Group podcast series “Tune In to Sales,” and discover an approach to helping clients optimize their Social Security claiming strategy that can build trust and lead to increased sales!

    TUNE IN, AND LEARN HOW TO:

    • Ensure you have the Social Security Timing conversation with every client.
    • Help married clients consider the costs of claiming early versus delaying one or both of their claims.
    • Show clients how Social Security claiming fits into the entire gamut of retirement planning.

    HOSTED BY:
    John Terry, Sales Director, Legacy Marketing Group

    With more than two decades of experience in leadership, team building, communication, and human behavior, John helps Producers better engage with clients and prospects—and create conversations that lead to sales.


    SPECIAL GUEST:
    Joe Elsasser, CFP President, Covisum®, LLC

    Founder of financial tech company Covisum and co-author of “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income,” Joe helps advisors streamline the retirement planning process for their clients. A regular speaker at industry events, Joe is frequently interviewed by trade and national media.
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