Session Description

Social security is the best gift to financial professionals in more than 20 years. The rules are voluminous and confusing, and clients need help in understanding them. Research shows that consumers are actively looking for social security advice and will move their assets to financial advisors who offer it. That’s the gift to you! Meyer explores the basics about claiming strategies, the rules and nuances that impact your clients, and how you can capitalize on the attention around social security benefits to grow your practice.

Biography

William Meyer is a nationally recognized expert in Social Security claiming strategies. With Dr. William Reichenstein from Baylor University, he developed SSAnalyzer, the leading software for advisors. They provide comprehensive education and marketing programs that help financial advisors grow their business and give advice. His patented technology is recognized as the easiest to use with the deepest advice logic and is based on robust quantitative research. Meyer has been the featured speaker at national FPA, NAPFA, AICPA, and other practitioner events. His book entitled Social Security Strategies is known by advisors as the authoritative source of Social Security planning.

Social Security Solutions, Inc.
7015 College Blvd., Ste. 725
Overland Park, KS 66209 USA

Email: wmeyer@socialsecuritysolutions.com
Phone: 913-815-6994
Website: www.SSAnalyzer.com