Social Security and Retirement Income Planning Insider
Jared Weiss, former Regional Marketing Director for American Equity, makes the connection between Social Security and annuity sales.
Plainville, MA – April 15, 2015 – Jared Weiss is a former Regional Marketing Director and independent annuity advisor who is now Vice President for The Corporation for Social Security Claiming Strategies (CSSCS.)
Weiss and his team help train advisors and CPAs on the complexities of the Social Security systems 2,728 filing rules and countless filing strategies. In his previous role working with advisors and IMOs, Jared realized just how important it is that advisors become fluent in Social Security in order to design a comprehensive retirement income plan that combine a sound Social Security and annuity GMWB income plan. With nearly 10,000 baby boomers retiring every day – all of whom are looking for expert Social Security advice - Jared decided to leave the insurance industry (somewhat) for what he sees as the number one marketing opportunity in the country right now and for many years to come.
What Jared observed, and continues to witness is that many of the advisors marketing Social Security through direct mail, seminars and workshops are generating incredible activity, or, what he refers to as “an activity generating machine”. The problem though, is that marketing activity doesn’t necessarily result in sales productivity. The reason? EXPERTISE! Jared goes on “one common denominator I continue to see in the above average advisor is that they value knowledge and take great pride in providing expert advice to their clients”.
“What I want advisors to know about The Corporation for Social Security Claiming Strategies is that we make advisors bulletproof, armed with a fundamental understanding of the Social Security system and the ability to answer questions on-the-spot. Today’s savvy boomers are a generation of do-it-yourselfers who demand expertise. Whether they’re looking for an accountant, a lawyer, a doctor, a healthcare specialist or even a lawn care specialist, boomers want to talk to an expert. Social Security is no different. We’ll make you a Social Security expert, and provide ongoing support from our team of former Social Security claims representatives!”
By utilizing Social Security’s numerous claiming strategies, guaranteed minimum withdrawal benefits like the ones inside many annuities, retirement income advisors, like those that have completed the online course and CSSCS designation, are able to combat the issues that threaten a retirees guaranteed income plan; longevity, inflation and taxes.
In 2015, CSSCS and founder Cheryl Robertson gained national attention, most recently being featured in; Forbes, CNBC.com, Reuters, Bloomberg Business, MarketWatch , Yahoo! Finance and many more.
To learn more about CSSCS, go to: http://www.csscs.org