Ep 91: FIG Launching New Social Security Program with Hamilton Morales

Retirement Inside Out with Tom Lamendola

Social Security will always be a key piece of the income planning puzzle and it’s gotten a little more attention this year with the 8.7% COLA increase in 2023.

FIG understands the value of providing resources to the financial professionals we work with and we have a tremendous one in Hamilton Morales, Senior Vice President at FIG. He’s been with the company for more than 15 years, but over the past seven years, he’s been strictly focused on becoming an expert in Social Security. He’s provided hours of educational opportunities to the financial professionals we work with so that they can better serve their investors and clients when it’s time to plan for Social Security.

Now FIG is launching a new program to make Hamilton more accessible to our financial professionals through live and virtual workshops. He joins us today to tell us more about this new program and who he thinks it will benefit. Hamilton is one of the most well-versed people in the industry when it comes to Social Security so this will be your chance to learn more from him and find out how he can be an asset to your business.

Here’s some of what we’ll discuss in this episode:

• Details on the new service FIG is launching in 2023. (3:56)
• His view on the COLA increase this year. (7:31)
• What does the process look like when an advisor invites Hamilton to visit? (10:29)
• This has been well received by both clients and prospects. (17:59)
• Best way to get in touch with Hamilton. (25:23)

Get in touch with Hamilton:

[e-mail]

800-527-1155

Learn About FIG: https://www.figmarketing.com