Are your clients planning to use Social Security? If they’re not, it’s probably because they do not know enough about it. You should be the one to start this conversation. But how? Reading Bank Investment Consultant would be a good start. We’ve been running videos and tips on the program this week. 

We asked regular magazine contributor Dave Lindorff to research and compile a set of tips for advisors. So far, we’ve presented 11 and today we have the next three. And check back tomorrow as we continue to roll them out.

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