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Social Security strategies: Optimizing retirement benefits

William Meyer

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Social security is the best gift to financial professionals in more than 20 years. The rules are voluminous and confusing, and clients need help 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.

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