Social Security is an incredibly important part of your client’s retirement planning, but it’s also incredibly misunderstood by advisors and clients alike. Top of Form

Unlock the hidden potential of Social Security planning for your practice with part one of this episode led by Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Social Security planning at OneTeam Financial. Listen as Ash debunks common myths and reveals powerful strategies to maximize your clients' retirement income. Learn from his insights on risk-adjusted strategies, pricing your services, and using Social Security expertise to differentiate your practice. You’ll also discover how to leverage Social Security planning as a prospecting tool, attract high-value clients, and generate professional referrals. Tune in to gain valuable knowledge that can add hundreds of thousands of dollars to your clients' retirement plans and solidify your role as their trusted advisor.

Statistics:

• A typical middle-income couple retiring at 66 and living to 86 can expect to receive over $1.4 million in Social Security benefits: C2P could not substantiate this claim with a source.