Episodes

Episode 63: Become A “Referable” Agent Or Advisor With Better Social Security Planning

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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.

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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.

Nicholas BreniaEpisode 63: Become A “Referable” Agent Or Advisor With Better Social Security Planning

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