New FINRA Letter for SSSP Couples Presentation Now Available

Aug 31, 2016

We’ve received a new FINRA letter for the updated Savvy Social Security for Couples Presentation.

The presentation covers the ins-and-outs of spousal planning, which changed considerably with the passage of the 2015 Budget Act. The presentation and all associated FINRA letters and marketing materials are available for download on our Presentations page.

 

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Social Security Planning Program. Use of this material is subject to the Social Security Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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