Life Transitions in Pre-Retirement
Life Transitions in Pre-Retirement By Corey Keltner, Practice Development Specialist Let’s discuss how you can help married couples through different life transitions, starting in pre-retirement, with...
View ArticleSecurities Service Network Gives Financial Advisors the Ability to...
— Ladenburg Subsidiary Enhances Advisor-Client Engagement, Adding Preferred Mode of Mobile Phone Communication — — MyRepChat Meets Regulatory Guidelines and Integrates with CRM Platforms — KNOXVILLE,...
View ArticleSocial Security Taxation
Social Security Taxation By Corey Keltner, Practice Development Specialist Today I would like to discuss a misunderstood concept about how Social Security taxation actually works. Understanding this...
View ArticleIs Social Security Going Bankrupt?
Is Social Security Going Bankrupt? By Corey Keltner, Practice Development Specialist You are likely dealing with prospects and clients regularly who believe Social Security is going to run out of...
View ArticleThe American Dream: Paying off Debt before Retirement
The American Dream: Paying off Debt before Retirement By Corey Keltner, Practice Development Specialist Part of the American Dream is paying off a mortgage and other debt before retirement. But we know...
View ArticleSecurities Service Network Announces Successful Conclusion of 2019 Leadership...
— Securities Service Network Announces Successful Conclusion of 2019 Leadership Forum — —Annual Conference in Arizona Recognized Contributions Advisors Make to Their Clients — KNOXVILLE, Tenn., April...
View ArticleExplaining Your Planning Process
Explaining Your Planning Process By Corey Keltner, Practice Development Specialist When I look at an advisor website or marketing materials, I often see some things that are concerning to me. Here is...
View ArticleHow to Get the Most Out of a Social Security Analysis
How to Get the Most Out of a Social Security Analysis By Corey Keltner, Practice Development Specialist When you are preparing a retirement plan for a client, you may plug the Social Security...
View ArticleTrust but Verify
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...
View ArticleSSN President & CEO, Wade Wilkinson, Published in InvestmentNews
We are proud to have an article written by Wade Wilkinson, President & CEO of Securities Service Network, published in InvestmentNews. The article “Super OSJ or small firm? What small and midsize...
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