The Bucket Plan® On-Demand Series

Addressing Common Social Security Mistakes


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On this episode of our Take Action Podcast series hosted by Jason L Smith, we share a special guest interview of Jim Blair, Lead Consultant at Premier Social Security Consulting LLC. Together they discuss social security, including:

  • How to help maximize your client's benefits
    • Whether Social Security will be there when your clients need it
      • When the best time is for your clients to receive their benefits
        • Permanent mistakes and how to avoid them
        •  

          For financial professional use only. Not for use with the general public.

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          The Bucket Plan® On-Demand SeriesBy C2P

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