Understanding Critical Areas Of Social Security and Significant Tax Changes on the Horizon Can Lead to Millions in FIA Sales

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Join Aegis Financial on June 13th at 1:00 ET and learn why there is NO NEED to become an expert in Social Security benefits to truly help your prospects and still write millions in FIAs!

Simply know the 3 most critical areas of confusion and then have our expert be part of your team for the rest.

During the webinar you will discover…

1. The top 3 critical areas of confusion with Social Security benefits every producer must know:

  • Earned Income Limit
  • Potential taxes on benefits
  • Restricted application strategy (and why it is a huge business opportunity!)

2. How to add our Social Security expert to your staff without any cost

  • Case review, illustration and strategy
  • Consultation with you AND your prospects

3. Educational BONUS!

  • SECURE Act of 2019: Get a glimpse of the proposed tax legislation that just passed in the House
  • How this proposed tax legislation will be the biggest tax change we’ve seen in years
  • Increasing age on RMDs from 70½ to 72
  • Reducing “stretch” time to post-death distributions to 10 years or less
  • Repeal of max age to contribute to IRAs
  • Much more!

Don’t miss this webinar, space is limited.

Free Bonus: Attendees will receive 3 “must have” sales docs that will help drive appointments and income conversations.


Complete the form to register now!


Aegis Financial

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