This webinar will be presented by Joe Alfonso. Joe founded Aegis Financial Advisory and is the principal financial planner for the firm. He works with pre-retiree couples to help them successfully transition to a life in retirement secure in the knowledge that they will always be able to afford their chosen lifestyle. He achieves this goal by leveraging his expertise in Social Security and retirement income planning. Joe is also a certified tax professional and performs “tax-aware” planning to save clients’ money at every opportunity. Tax planning is especially important in retirement as a way to minimize the taxation of retirement account distributions and Social Security benefits, thereby maximizing spendable retirement income. Description: Social Security is a complicated system. Few advisors make the time and effort to learn the system’s rules so they can integrate Social Security scenario planning into their core service offerings. This is unfortunate because there is a large demand for guidance in this area given that the SSA is not in a position, due to policy and limited resources, to provide this guidance. Adding Social Security area expertise to your comprehensive planning toolkit is, of course, a good idea in general. Going further by highlighting this expertise and offering it as a discrete service to the pre-retiree demographic is a great way to stand out from the crowd of generalist planners. An effective way to implement this strategy is by offering a Social Security planning review as the default paid first appointment for Boomer prospects. This will allow you to, in effect, get paid to market while demonstrating your planning expertise to prospective retainer clients. Social Security reviews can typically be delivered in an hour, are easily scalable, and require less preparation than the ACP financial review some members use as their paid first appointment deliverable. Joe will discuss niche marketing in general based on his personal experience and how he settled on Social Security planning to Boomers as his niche marketing focus. He will also discuss how he developed his knowledge in this area, his process for delivering a Social Security review, and the ancillary activities he engages in to attract interested Boomer prospects. Joe recommends that attendees read this article before the session as it closely lines up with his discussion.
Learning objectives: 1. The value of niche marketing in general 2. How to develop Social Security planning as a niche 3. Getting paid to market: Social Security planning as paid first appointment a.) How to get started b.) How to get known c.) How to deliver the service d.) How to leverage the service to close retainer business
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Thanks, Robyn