New Social Security Report Provides Great Consulting Opportunity
Beginning October 1, 1999, the Social Security Administration will automatically send out annual social security statements to every worker above age 25.
These redesigned statements will include all the same information as the ones you used to request from the Administration, but will be more concise and easier to read.
CONSULTING OPPORTUNITY!!! Every worker over age 25 will automatically receive his or her annual statement approximately 3 months before his birthday. Why not contact your clients 2 months before their birthday with an offer to sit down and help them in their annual financial plan?
And as long as you have their birthday in your database, send them a birthday card too . . .