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What is the Effect of 401k Withdrawal on Clients Who Opt to Claim Social Security Early?

#insurancefmo #insuranceagent #medicaretraining Happy early Groundhogs Day! You need to be well versed in Social Security if you want to be a Medicare expert. In today's episode, Sylvia Gordon is talking all things 401k and Social Security retirement. What are the different ways that your clients can be affected by drawing SS early? Hint: there's a lot. Tune in to find out. Reach out to us at Gordon Marketing or contact your marketer for Gordon Marketing's Medicare and Social Security Cheat Sheet. Follow our NEW podcast! Spotify - Google Podcasts - YouTube : KEEP UP TO DATE!!! Follow us on social media. Facebook: LinkedIn: Instagram: Twitter: Produced by Family Goat Multimedia Studio Gordon Marketing 20236 Hague Rd Noblesville, IN 46062 www.GordonMarketing.com (800) 388-8342... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN S...

What's So Great About the Roth IRA? | Selling Life & Annuities

#insurancefmo #insuranceagent #medicaretraining In this episode of Selling Life & Annuities, Randy Pierson, VP of Life and Annuity Sales for Gordon Marketing interviews Tim Luby, Annuity Regional Vice President about the Roth IRA. They discuss the advantages and disadvantages of the Roth IRA. They also talk about the opportunities with Roths including the Roth conversion opportunity and when it makes sense for clients to consider this strategy. The Roth IRA is hot. Contact the Annuity Team at Gordon Marketing for help with strategies and solutions to help with the Roth IRA and to get consumer-approved collateral covering the benefits of Roth Conversions. Check out the previous episode of Selling Life & Annuities: YouTube : KEEP UP TO DATE!!! Follow us on social media. Facebook: LinkedIn: Instagram: Twitter: Gordon Marketing 20236 Hague Rd Noblesville, IN 46062 www.GordonMarketing.com (800) 388-8342... ( read more ) LEARN MORE ABOUT: I...