063 Become a "Referable" Agent or Advisor With Better Social Security Planning With Ash Ahluwalia
That Annuity Show · Nassau Financial Group
September 11, 202038m 5s
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Show Notes
Ash Ahluwalia at OneTeam Financial joins us to talk about the importance of planning for Social Security distributions before you actually retire. Too many times, people only solve for the highest possible monthly payment. Ash discusses the many different problems that early, thoughtful planning can potentially solve for both middle-market customers and high net worth clients. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com. Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product. The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer's needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.