Since its inception, the Social Security program has been a cornerstone of retirement planning. Though most people think of social security as a retirement program, it is much more than that. There are many ways to maximize Social Security benefits people don’t realize.
In this episode, Jack talks with Alyson Dorosky, Marketing Manager and Head of Social Security Support at LifeYield. Also joining them is Jeff Quigley, Vice President of Enterprise Sales and Relationships at LifeYield.
In her role, Alyson is a key member of the Marketing and Advisor Success Teams at LifeYield. She’s been supporting advisors using Social Security Advantage, which makes her an important Social Security author to watch. She writes monthly about Social Security secrets, niche cases, and lessons learned supporting clients in the digital era. Jeff is responsible for working with existing clients to increase advisor adoption and effectiveness and identifying opportunities to expand relationships that bring added value to customers. In addition, Jeff engages with prospective clients to drive new revenue to the firm.
Alyson and Jeff talk with Jack about how they help advisors navigate social security, how LifeYield and Franklin Templeton work together to bridge the gap between planning and implementation, and how LifeYield Social Security+ improves retirement income outcomes for advisors and clients.
Key Takeaways
- [01:13] – A partnership between LifeYield and Franklin Templeton.
- [04:21] – How the Goals Optimization Engine bridges the gap between planning and implementation.
- [06:37] – How LifeYield Social Security+ enhances retirement income outcomes for advisors and clients.
- [08:49] – An update on the Cost of Living Adjustment (CoLA).
- [11:43] – How Alyson helps advisors with Social Security.
- [14:43] – What financial services providers think of LifeYield’s Social Security tool.
- [18:41] – Alyson’s approach to helping advisors navigate social security.
- [21:39] – A look at where social security is heading.
- [23:58] – Alyson and Jeff’s key takeaways.
- [26:51] – The things Alyson and Jeff enjoy outside of work.
Quotes
[02:40]- “It’s great to have a plan. And it’s great to have that dialogue with clients, but it’s difficult to implement that advice in many cases.” ~ Jeff Quigley
[13:00] – “Many people find a lot of misconceptions and a great deal of confusion around survivor benefits and divorced benefits. Using a tool like LifeYield is always super impactful.” ~ Alyson Dorosky
[26:27] – “Leverage Social security as a springboard to whatever kind of conversation or path you want with prospects or clients. Whether that’s leveraging a high-level conversation about retirement income, using income layers, or whether you’re diving into a full financial plan.”~ Jeff Quigley
Links
- Jeff Quigley on LinkedIn
- Alyson Dorosky on LinkedIn
- Alyson Dorosky
- Goals Optimization Engine (GOE®) | Franklin Templeton
- New York Life Insurance
- Merrill Lynch
- Personal Capital
- Allianz
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