Trust but Verify

SSN Marketing Tax Tips

Trust but Verify By Corey Keltner, Practice Development Specialist Here’s a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all of the rules. Today I want to discuss a client situation that occurred recently with an SSN advisor. The …

From the President – November 2015

SSN Marketing From the President

October was a busy month for SSN – we visited with several of our advisors, held a Wholesaler Appreciation Event, planned and executed our first ever Continuing Education session, and attended the Ladenburg Institute for Women & Finance Annual Conference. Every interaction was beneficial and valued as we move through the last quarter of 2015. Chicago in late October proved …