Incorporate Social Security to grow
Why discuss
Boost client loyalty
Demonstrate the value you bring by helping clients determine the right collection strategy.
Increase client referrals
Clients tell their friends about Social Security tips and who shared them.
Grow COI network
Help your center of influence partners (e.g., CPAs, lawyers) answer their clients’ questions to boost referrals.
What the 2024 Social Security COLA means for your clients
Be prepared for your clients’ questions about the smaller COLA for 2024 and increase your value by helping them maximize their potential Social Security benefits.
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