Social Security Prospecting Is Bait And Switch
April 2, 2024 by Charlie Gipple, CFP, CLU, ChFC
One of the top ways that my agents get in front of consumers is by them—the agent—understanding Social Security retirement benefits in order to help their clients file correctly. Some folks who have never really dug into Social Security filing strategies will say that Social Security is a “bait and switch” method of getting in front of clients. I disagree!
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Originally Posted at Broker World Mag on April 1, 2024 by Charlie Gipple, CFP, CLU, ChFC.
Categories: Industry Articles