Social Security continues to play an important role in a retirement strategy. Is yours taking full advantage of what Social Security offers?
I can help. Together, let’s rethink your retirement.
I’ll share seven keys to enhancing Social Security benefits, such as:
• Keys to help you understand the basics of Social Security, including when to consider taking benefits
• Keys that take a deeper dive into Social Security, such as working in retirement
• Finally, taking the next step at this insurance sales presentation by rethinking retirement strategies
Feel free to invite anyone who might benefit from this webinar!
Sean Flatter, CRPC® from Allianz
Sean Flatter, CRPC® from Allianz is not affiliated with or endorsed by LPL Financial and Community Choice Investment Services.
Questions? Please Email:
Linda Robb: LRobb@CCISinvest.com
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Choice Credit Union and Community Choice Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Choice Investment Services and may also be employees of Community Choice Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Choice Credit Union or Community Choice Investment Services. Securities and insurance offered through LPL or its affiliates are:
[Retirement consultants market and distribute products manufactured by Allianz Life Insurance Company of North America and Allianz Life Insurance Company of New York. Retirement consultants provide education and information related to products they market and do not provide financial or investment advice.]
This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company of New York, their affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security benefits. Clients are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their particular situation.
Guarantees are backed by the financial strength and claims-paying ability of the issuing company. Variable annuity guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.
Products are issued by Allianz Life Insurance Company of North America (Allianz), 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com. In New York, products are issued by Allianz Life Insurance Company of New York (Allianz of NY), 1633 Broadway, 42nd Floor, New York, NY 10019-7585. www.allianzlife.com/new-york. Only Allianz Life Insurance Company of New York is authorized to offer annuities and life insurance in the state of New York. Variable products are distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. www.allianzlife.com
Date and Time
Tue, Apr 25, 2023
12:00p - 1:00p EST
Join Us On Zoom!
Presented by: Sean Flatter, CRPC® from Allianz