Court prospects with the Social Security Suite

One of the largest areas of concern among retirees and pre-retirees is Social Security. In 2013, almost 58 million Americans will receive $816 billion in Social Security benefits, according to the Social Security Administration.

Every day people are trying to understand when to start their benefits, how to maximize the amount they receive and how to avoid making costly mistakes. This creates opportunities for you to assist existing clients and develop new business.

To help you integrate Social Security into your practice, Creative Marketing has created the Social Security Suite.

Located in the Dynamic Marketing Portal, the Social Security Suite combines the best available resources in one location. Here’s how you can use the suite to position yourself as a knowledgeable Social Security resource and court new clients:

Step 1: Educate yourself on various Social Security topics

Search through a library of articles and papers from reputable sources to familiarize yourself with relevant information about Social Security.

Step 2: Generate new leads

The suite includes a direct mail lead generation service that includes proven seminar invitations and reservation service for up to 100 people.

Step 3: Inform prospects with a dynamic presentation

Did you think you would have to write a presentation on your own? Nonsense! The Social Security Suite has complete seminar presentations with scripts, making it easy for you to customize with your information.

Step 4: Invite prospects to learn more

The suite includes a prospecting letter, appointment sheet and client fact finder to help you initiate the dialogue with interested prospects.

Step 5: Stress key points with instructional material

Choose from a variety of consumer brochures developed by the Social Security Administration that you can hand out at your seminar or use in office consultations.

Step 5: Bolster your ideas with software and calculators

The Social Security Suite includes a turnkey software system that allows you to show clients:

  • Projected outcomes for the different election choices
  • Graphic illustrations that show expected outcomes for each election age combination
  • “Switch Strategies” that could optimize their Social Security outcome

If all goes well, the prospect will become a client and will trust you with their retirement income planning matters for years to come.

For more information call your Creative Marketing Sales Team or check out


Some production requirements apply.This program is an exclusive offer through Creative Marketing’s Dynamic Marketing Portal to a third-party vendor and is only available to agents who are contracted with Creative Marketing.  Creative Marketing is not responsible for the results of the program or any liability stemming from the use of it. Neither the Company nor its agents or representatives may give tax, legal, accounting or investment advice.

For Agent Use Only. Not for use with general public. 13028 – 2013/9/30


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