Tue, Oct 6 · 2:00 PM ETSave My Seat
And how to turn that into an annuity conversation.
Tue, Oct 6 · 2:00 PM ET
45 minutes, with live Q&A
You'll walk away with strategies you can use today.
Presented by Mark Annese
Founder, RetirementAdvisorPro · Co-founder, IRMAA Certified Planner
For financial professionals
Most clients have no idea how their income affects both their Social Security and their Medicare costs.
Nobody has ever shown them. Not the statement in the mail. Not their CPA. Not their last advisor.
Be the one who does, and you stop pitching. They start asking.
The plan isn't where cases stall. The conversation is.
Let us show you how to quickly illustrate an issue that you can help them solve.
Tue, Oct 6 · 2:00 PM ET
The cap is the cap
One of them has your name on it, until it doesn't.
The invitation list is a lot bigger than 500. When the seats are gone, the room is full.
Tue, Oct 6 · 2:00 PM ET
Reserved (138 held for NSSA members)Yours, if you register
From advisors using the software you'll see in the session
“[Retirement Advisor Pro] uncovers important Social Security, tax, Medicare/IRMAA, income, and survivor-planning considerations that traditional software often overlooks, and it transforms those findings into clear, productive client conversations. The platform has helped me earn new client relationships, deliver greater value to existing clients, and solidify my position as a Retirement Decision Specialist.”
Certified Financial Fiduciary®, NSSA Certified Advisor · Wisdom to Wealth, St. Louis, Missouri
“This information has helped me position products much more easily, whereas the client actually makes the decision for themselves. When you show the story and listen to the client, they actually describe to you what they're looking for in a solution, and it makes the conversation so much easier.”
Certified Financial Fiduciary®, NSSA · MoneyWorks Group, Plano, Texas
Advisor experiences are the advisor's own words, given voluntarily and shared with permission. Individual results vary and are not a guarantee of future outcomes.
Your presenter
Mark is the founder of RetirementAdvisorPro and a co-founder of the IRMAA Certified Planner designation, through which he has certified hundreds of advisors. He has presented on Medicare's income-related surcharges for T. Rowe Price, Aegis, and the NSSA.
Before you register
Four things advisors ask before they save a seat.
Tue, Oct 6 · 2:00 PM ET
Advisors, insurance professionals and tax professionals with clients at or near retirement. It is not a consumer seminar.
Nothing. No cost to attend and no obligation afterward.
Register anyway. We’ll email you the replay after the session.
No. No annuity products or carriers are named. You’ll see the case run in RetirementAdvisorPro, and we’ll tell you how to try it at the end.
For financial professional use only. Not for use with the public. This session is educational and is not tax, legal, or investment advice. Cases shown are hypothetical illustrations built on stated assumptions; they do not predict or guarantee any result, and they are not an offer or recommendation of any annuity, insurance, or investment product. No specific products or carriers are discussed.
RetirementAdvisorPro is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any government agency.