Most Americans work diligently and contribute towards retirement throughout their adult lives. They are looking forward to a fulfilling and secure retirement.
When to start taking Social Security Benefits is an extremely important decision with meaningful impact on their cash flows and retirement security. Proactive advice on Social Security Benefits is one way that leading Financial Advisors create value for their clients and their families.
Bento empowers Financial Advisors to drive proactive and meaningful client engagement by systematically identifying upcoming advice opportunities and providing impactful content and communications tools.
For example, with respect to Social Security Benefits, Bento alerts caring advisors 2 years ahead of their clients or prospects reaching that milestone. And then Bento equips advisors with all the materials they need for impactful client engagement.
Yes, the decision on when to best start taking Social Security Benefits is a complex one, but simple-yet-powerful tools such as the below decision tree can help – in many cases, a focus on three key questions will guide the path to sound decisions.
Besides alerting the advisor of the upcoming advice opportunities, Bento provides them with compliance pre-approved materials to share with their clients or prospects, in multiple formats – advisors select the best format to engage their clients with, based on their preference.
Moreover, should you want to brush-up on certain advisory topics, we also provide comprehensive Internal Use Only “Advisor FAQs”, where we address commonly asked questions. So you can deepen your knowledge and serve your clients with confidence.
Bento uses powerful technology to identify upcoming advice opportunities, and then provides impactful communication tools in multipe formats. So that Financial Advisors can more proactively and systematically enagage ALL their clients and prospects with advice that matters.