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Tuesday, October 19, 2021 – Using Life Insurance to Maximize Social Security (Webinar)

October 19 @ 9:00 am - 10:00 am

Program OvervieW

The majority of Americans get the majority of their retirement income from Social Security, and it is almost impossible to be a competent financial advisor without knowing at least something about it. In this session, we will talk not just about the basics you need to know, but about some creative uses of life insurance that can help your clients get the most out of Social Security.

You Will Learn:

– How to open doors using Social Security
– The things you need to understand to have an intelligent conversation about Social Security
– How life insurance can be used to help enhance Social Security benefits

Featured Speaker:

William F. Rainaldi, CFP, AEP, a Lehigh University graduate, is a Senior Financial Services Consultant for Security Mutual Life Insurance Company of Binghamton, NY. He is a leading U.S. authority on Social Security and its impact on retirement planning. He served as The Kugler Company’s Chief Executive Officer for over 20 years. He also has an extensive background in life insurance, business & investment concepts and computer technology. He also has extensive investment experience, having worked for more than eight years as an investment analyst for a mid-sized New Jersey broker/dealer. He is the editor and co-author of The Kugler System Technique books. He is a former Adjunct Lecturer at New York University’s School of Continuing Education. In 2015 he was the featured presenter in a series of Social Security webinars sponsored by Trusts and Estates magazine and Wealthmangement.com. In 2017, he was a featured guest on Laura Adams’ Money Girl podcast, produced by Macmillan Publishing. In 2019 and 2020, he was a featured speaker at the annual meeting for the Wealth and Wisdom Institute. He is also the primary author, narrator and producer of Security Mutual’s SML Planning Minute podcast.


October 19
9:00 am - 10:00 am
Event Category:


Online Webinar