Expand Your Professional Referral Network

Be a Valued Source of Social Security Information

To grow your practice, it’s important to build a strong network of professional contacts (often called “centers of influence”) who can refer A-list clients to you. These contacts include Certified Public Accountants (CPAs) and attorneys.

The key to success is realizing that fruitful relationships are two-way streets. You’re looking for someone’s help in building your business; he or she expects the same from you. That means demonstrating:

  • Your professional expertise.
  • How your expertise can add value to someone's practice

It’s an ongoing process that takes time and effort, but the results can be well worth it.


Become a Helpful Source of Social Security Information

Social Security is an important topic that clients of CPAs, attorneys, and other financial professionals are likely to ask about. Position yourself as an expert resource who is proactively reaching out to help them serve their clients. Using Pacific Life’s Social Security resources, you can: 

  • Provide important Social Security Information.
  • Help CPAs earn continuing education (CE) credits as they learn more about the topic.
  • Offer to jointly host educational seminars for their clients.
 

Action Item 1: Send Articles and Research

Pacific Life offers materials that explain advanced Social Security topics and strategies. Download them and send them to potential and current centers of influence in an email.  

Dear Charlie CPA,

If your clients are like mine, they have many questions about their Social Security benefits. I value you as a colleague, and I want to share some articles on advanced Social Security topics that may help as you answer client questions. As always, if I can be of any assistance to you or your clients, don’t hesitate to ask.

Sincerely,

Frank Financial Professional

 

Action Item 2: Share Educational Information with Clients

Many professionals may be looking for relevant information to use with clients during conversations about Social Security benefits. You can provide Pacific Life’s Social Security materials that are approved for use with clients. Include a personal note saying that you’d be happy to send additional copies, and that you’re available to answer questions.

 

Action Item 3: Host a Continuing Education (CE) Event

Invite your network and their professional colleagues to earn one hour of CE credit (CFP, PACE, CPE) while they learn more about Social Security benefits. Our presentations for professionals focus on helping clients in a wide variety of circumstances to optimize their Social Security benefits. Your Pacific Life consultative wholesaler will be happy to help you secure a presenter and manage the CE process. Call us at (800) 722-2333.

 

Action Item 4: Jointly Host Client Events

Help bring added value to clients by offering to host a joint educational program on Social Security benefits. Again, your Pacific Life wholesaler can help with the arrangements. (Don’t miss the opportunity to invite your own clients as well.)

If you are working with a broker/dealer, remember that you must always follow your firm’s policies, procedures, and guidelines.

Additional Social Security Topics

 

Want to Talk Further on this Topic?

The Retirement Strategies Group, subject-matter specialists with advanced degrees and designations such as CFA®, CFP®, ChFC®, CLU®, and JD, are ready to help.

Call:
(800) 722-2333, ext. 3939
In New York, (800) 748-6907, ext. 3939

Email:
RSG@PacificLife.com


Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

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