If you didn’t see my newsletter titled: Roccy Endorses Social Security Workshop, then you didn’t see the sign up for last week’s webinar. I think after you read the newsletter below you will want to sign up.
To learn more about the only SS seminar selling system I’ve ever endorsed, click on the following link to watch a Webinar on Recording:
401(h) Plan Webinar-On Recording
I just added this webinar and thought I’d add it to this newsletter. If you have or want affluent business owners clients, this is a webinar you will not want to miss.
Budget Act of 2015
I had dozens of emails over the last week asking me how the Budget Act of 2015 will affect SS seminars. Many see the Budget Act as a lose-lose for clients and advisors doing SS seminars. Those who understand the new rules know that there is a short-term windfall to those who want to use SS seminars to pick up new clients.
To learn about the new rules (specifics), click on the following link: https://strategicmp.net/social-security-changes/
180-day window to help clients
The rule changes do affect in a negative manner the amount of benefits some will receive through the SS program.
But the rules seem to allow for a 180-day period (until April 30, 2016) where clients can take advantage of the current laws and significantly increase the amount of benefits received from SS vs. the rules that will go into effect.
If you ever thought of doing a SS workshop, now is the time
There are literally thousands of advisors who have been thinking of using SS seminars to find new clients. If you are one of them, you now have the best excuse to get off the sidelines and put on a SS seminar.
When you market a SS seminar for the next several month, you can tell those you are soliciting that the rules are changing (and not for the better) and if they want to learn the rules and how they can take advantage of the current rules for the next 180 days, they better get themselves to a SS seminar.
With this more persuasive marketing campaign, advisors should see record numbers of attendees at their SS seminars.
Roccy DeFrancesco, JD
Founder, The Wealth Preservation Institute
144 Grand Blvd
Benton Harbor, MI 49022