Client Presentations

Become known as an expert on Social Security claiming strategies. Educate clients and prospects using our six FINRA reviewed PowerPoint presentations and associated marketing materials. These are available to current members of Savvy Social Security Planning for Boomers.

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

Your membership includes a license to deliver and distribute:

Client presentations (FINRA reviewed)

Presentation

Seven customizable client education presentations, including:

  • What Baby Boomers Need to Know About Their Retirement Income
  • WEP and GPO
  • Savvy Social Security Planning For Women
  • Savvy Social Security Planning For Couples
  • What’s New With Social Security? 7 Topics to Watch in 2024
  • Basic Rules and Claiming Strategies
  • What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies

Each presentation includes 45+ PowerPoint slides and a 20+ page presentation speech (presentations run 45–60 minutes).

Marketing materials (FINRA reviewed)

Postcards and Posters

Promote your workshops with FINRA-reviewed postcards and posters.

Browse our Marketing Toolkit on the Marketing page for advice on how to use Savvy Social Security Planning to maximum effect in your business.

 

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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