HOLLYWOOD, FLA. - If you feel like you don’t know enough about Social Security, you better start brushing up. Many of your clients are probably baby boomers, and Social Security strategy will be a reason that many of them dump you in favor of another advisor.

That was the message from Gail Buckner, a financial planning specialist from Franklin Templeton, when she spoke at the Bank Insurance & Securities Association annual conference in Florida this week.

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access