The Biggest Mistake Advisors Make About Social Security

The Biggest Mistake Advisors Make About Social Security

November 07, 2016 5:00 PM

 

 

A general lack of Social Security expertise and comprehension among financial advisors has ultimately translated to an incomplete and flawed conversation about retirement income planning with clients. Avoiding, overlooking, or not initiating conversations about Social Security is one of the biggest mistakes...

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Website: http://knowledge.theamericancollege.edu

Related topics : american college financial planning pyramid / american college of certified financial planning / american college for financial planning

The American College

The course provides an overview for how to establish the need, gather information, analyze the information and develop recommendations for products in the various levels of the revised financial planning pyramid. Products discussed include: disability income insurance, life insurance, long-term care insurance, mutual funds and annuities. Retirement and estate planning are also discussed.

Tuition:...

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Date: 2018-03-24 20:43:49
Website: https://www2.theamericancollege.edu

Related topics : american college financial planning pyramid / american college financial planning reviews / american college for financial planning