Every advisor’s biggest challenge is a continuing source of quality leads. Not just prospects, but leads who want to talk to you. Social Security Lead Gen is your personal 24/7 prospecting partner. It’s the perfect complement to Social Security Pro (or any other Social Security tool). Add it to your other prospecting methods to boost your results.
Calculate and demonstrate seven of the most effective uses of 401(k) and IRA distributions.
Show how qualified plans are an integral part of retirement income planning. Present effective uses of qualified plan distributions, avoid penalties, convert to Roth, multi-generational planning, and more.
Weekly 30-minute live webinars are designed to help you jump-start your knowledge and use of our software applications.Learn More