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All of the information compiled into one comprehensive client-approved report which agents can use to help clients gain understanding so as to present suitable solutions to any shortfalls shown in the report.
Some IMOs might have a seminar program. Others could potentially offer a technology tool. But only SMS provides everything you need to build Social Security planning into your practice. Only SMS has the software, the seminar system, the training, the support and a process for making Social Security planning a profitable part of your business.Do I Qualify?