Social Security planning is an important part of planning for female clients and can attract them to advisors' practices, according to a webinar held Wednesday.
Moderator Marie Swift of Impact Communications introduced Martha Sheddon of ClientFirst Financial, who said that for pre-retirees, "the hunt for income is on."
Social Security planning is "not an up-front money maker," she acknowledged, "but it's a source of goodwill and segues into other opportunities."
Continue Reading for Free
Register and gain access to:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.