Avoid the summer slowdown and protect your clients’ retirement by addressing two of their biggest risks.
Month: April 2021
You need to change your strategy to grow. We can help you build income while you retain assets under management.
David Freitag and Bruce Tannahill are experts in income planning and Social Security income planning. We discuss several opportunities as we come out of COVID-19 that could be impactful to many of our clients. Being aware of options is too critical to miss. Links: fspgo.com ssa.gov www.journeyguideplanning.com (Do your planning first) Article: Using Social Security …
To really grow your business and get in front of prospects, you need to know what words to use, and how to automate your message to be more effective.