Reviews on Matthew Allen and Social Security Advisors
Maximizing Your Clients' Social Security
With over ten,000 baby boomers challenge their Social Security each day for the next xx years, you are going to receive many Social Security questions.
The boilerplate couple receives over $1 million in lifetime Social Security benefits, so for many of your clients, this will exist a critical component of their overall financial and retirement planning.
In addition to adding value past helping your existing clients brand an informed Social Security decision, noesis of Social Security tin can also exist helpful to your overall practice and is a keen lead generator.
In "Maximizing Your Clients' Social Security" by Matthew Allen, y'all will learn:
- Why 70% of Americans go out money on the tabular array;
- How to help married, unmarried, divorced, and survivor clients maximize their benefits;
- How to file, when to file, and the correct way clients should file for their Social Security;
- How to avoid costly mistakes and common traps;
- The "Other" Social Security benefits almost clients (and their advisors) are not aware of.
Your presenter is Matthew Allen, Co-Founder and CEO, of Social Security Advisors and Social Security Pro.
Meet Matthew Allen, Social Security Expert
Retirement planning experience
Having performed countless hours of customer-focused enquiry, Matthew applies this powerful knowledge and expertise by bringing insightful product vision, finance, and leadership skills to Social Security Advisors.
In addition to co-founding Social Security Advisors, Matthew likewise founded The Universal Group of Companies, a private investment firm, in 2004. From 2000 to 2004, Matthew was a NYSE Market Maker with LaBranche & Co., a Fortune 500 New York Stock Substitution business firm.
Retirement planning idea leadership and expertise
Matthew is an established speaker on Social Security topics, including how to maximize your clients' Social Security.
As a serial entrepreneur who is driven past a passion for providing industry-leading advice to his clients, Matthew Allen has been at the forefront of fiscal services for over a decade. He has helped thousands of seniors maximize their Social Security benefits and avoid costly mistakes when filing.
In working with his clients, he realized that at that place was a major educational activity and advice gap when it came to Social Security and was determined to fill this void by co-founding Social Security Advisors.
Invest in Your Retirement Expertise.
1 60 minutes CFP®, CRC®, and other CE Credit Reporting
Nosotros are a CE Sponsor with the CFP Lath of Standards and the professional person development partner of the International Foundation for Retirement Teaching (InFRE).
We will report your CFP® and/or CRC® credit (no boosted reporting fee). Please add your ID at checkout. Yous are responsible for reporting all other certification CE credit.
Over 50 courses are accepted for standing education (CE) credit for those who accept earned the Certified Financial Planner®(CFP®) certification, the International Foundation for Retirement Didactics'southward (InFRE) Certified Retirement Counselor® (CRC®) certification, the Higher for Financial Planning'south Chartered Retirement Plan Consultant (CRPC) certification, the American College's designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
Do you lot need more than three hours of CE?
Then become a Subscriber! Just notify the states that y'all want to become a subscriber within 10 days of grade purchase to apply the toll of your private price to a new subscription.
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Source: https://www.retirement-resource-center.com/maximizing-clients-social-security-matthew-allen/
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