Social Security

Follow the 3 stages below to get your Social Security program under way!

Before The Event

To Do's and Samples

Event Planning Checklist

Email/Mail Registration Confirmation

Thank You for Attending Letter

Call Scripts - Social Security and You Seminar Confirmation

Vertical Banner - SAMPLE

Social Security and You Presentation PowerPoint - SAMPLE

Pre and Post Event Tracking - SAMPLE

Businessman with glasses on, reading a book.

During The Event

Templates and Quizzes

Workshop Welcome Letter Template

Workshop Quiz

Workshop Quiz Key

Social Security Programs Operations Manual

2024 Federal Tax and Contribution Guide

Fact Finder

Handouts

5 Things to Consider Before Claiming Social Security

Bucket Strategy Handout

Cheat Sheet

Blue Appointment Sheet (print on blue paper)

Instructions to Download Social Security Statements

After The Event

Follow Ups

Sales Strategy

Scheduled Appointment Confirmation Letter

Email Contact Request to Complete Social Security Max Report

After the Live Workshop

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