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Social Security Marketing Programs

Marketing and Planning Tools for Financial Professionals

According to CBS Money Watch, 77% of retirees expect to receive specific advice from their government Social Security representative.  However, Social Security representatives are prohibited from giving advice.

Additionally, 67% of couples with assets over $250,000 expect their financial planner to provide advice on Social Security claiming options.  57% of survey respondents said they would look for another advisor, if theirs couldn't or wouldn't analyze these options.


At Liberty Financial Resources, Inc., we have the tools to help you become the Social Security expert in your area and the ability to help you market this expertise.


Ask us about our:

  • Social Security Seminar Packages

  • Social Security Internet Leads

  • Social Security Video Programs

  • Social Security Pre-Set Appointments



Social Security Maximization Toolkit

View one of our download-ready consumer presentations that makes selling indexed annuities easier than ever before!


Register now!

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