The unequivocal close relationship between Medicare & Social Security cannot be denied, and Social Security optimization is the cornerstone to retirement planning. Education, empathy, and a compassionate understanding of where a client is on their life journey, and addressing what they’re worried about is essential in today’s world. It requires a holistic approach that communicates to clients that you understand what is in their best interest.
Jumping the market and being able to speak with your target demographic before they reach Medicare age outside of Medicare marketing guidelines will create a sales funnel of those who are going to be claiming Social Security and Medicare for the next 15 years.
Turn Social Security prospects into Medicare clients using the RSSA® Program. The RSSA® Program is a turn-key Social Security education, technology, marketing, and support program to help your organization build a sales funnel, fill seats at events, and open the door to organic Medicare, Insurance, and Wealth Management sales opportunities.
Learn More about the RSSA® Program.