Marketing Resources

Savvy Social Security Planning is an excellent way to grow your business. Several comprehensive and insightful marketing resources are available to members of Savvy Social Security Planning for Boomers.

Would you like to learn more? Click here to sign up for a Desktop Demo of the program.

Marketing Toolkit

Learn how to give seminars. Here you’ll find a 60+ page toolkit filled with strategies, best practices, schedules and checklists to help you pack a room, deliver successful presentations, and follow up with attendees to turn prospects into clients.

Client reference (FINRA reviewed)

Educate clients and prospects. Upon joining, members receive fifty (50) copies of this 3-panel, 6 sided, 8" x 12", laminated resource explaining key concepts all clients must consider when making important Social Security decisions. More copies of this client reference may be ordered at the Horsesmouth store at any time.

Client reprints

Keep in touch with a drip-mail campaign. Client-friendly Social Security articles written by our Director of Retirement and Life Planning, Elaine Floyd, CFP®, may be customized with your logo and photo. Send these to seminar attendees and centers of influence as a handy relationship-building resource.


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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