Download Slide

The topic of this eight-slide set is taxation of Social Security benefits.

These slides compliment the free article on the same subject that was posted 1/17/20.

The slides can be used to explain to your prospects that the key to potentially reducing taxes in retirement is in understanding that the tax code treats different financial instruments differently. This is especially true of Social Security.

These slides contain speaker notes that you can use in your presentations.

This slide set is broken into three parts.  Today’s download contains the first three slides.  We will post the remaining five slides over the next two days.

Download them now, take a look, and edit them to make them your own.

If you don’t have enough prospects to talk to, maybe you need to change your website.

With a Lead Gen Website from Advisor Grid and the right social media marketing campaign you can get more leads and more attendance at your next workshop.

Learn How
Visit Sample Website

 LEAD GEN WEBSITE PRICING

Lead Gen Websites includes a wide range of industry-leading features
to help you generate leads and workshop attendance

CORE

Includes all videos and webinars but nothing relating to live workshops.

$360 Set Up

$60 monthly
  • Website Personalized with Your Photos and Bio
  • 9 Social Security Videos
  • 6 Retirement Videos
  • 6 Medicare Videos
  • Prerecorded Social Security Webinar
  • + Webinar Slides & Script
  • Prerecorded Retirement Plan Webinar
  • + Webinar Slides & Script
  • Prerecorded Tax Wise Webinar
  • + Webinar Slides & Script
  • Prerecorded Medicare Webinar
  • + Webinar Slides & Script
  • Use any Domain Name (you provide)
  • Website Hosting is Included
Order “Core” Monthly

Or, to save $360 by paying annually, click here.

COMPLETE

Includes all videos, webinars and complete support for live workshops events.

$360 Set Up

$90 monthly
  • All Core Package Features
  • Event Scheduling and RSVP Included
  • “Maximizing Social Security” Course Slides & Script
  • “Harvesting Retirement Plan” Course Slides & Script
  • “Tax Wise Retirement” Course Slides & Script
  • “Mastering Medicare” Course Slides & Script
Order “Complete” Monthly

Or, to save $360 by paying annually, click here.

Let us know if you have any questions.