Marketing tool leaves advisers on their own for Social Security strategies

07/8/2013 | InvestmentNews (free registration)

A $45-per-month video tool designed to win advisers access to possible high-value clients may leave those advisers without enough information to succeed, Mary Beth Franklin writes. The website draws investors interested in Social Security claiming strategies that can help them maximize benefits, but it provides no such calculators, relying on advisers who snag the prospects to come up with their own, she writes.

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