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STEP2SUCCESS - Solving the Puzzle of Social Security Benefit Options

Complete Educational Workshop Package

Invitation, Premium List, RSVP Service, PowerPoint and Workbooks

This year, over 40 million retirees and their families will receive monthly Social Security benefits – every day about 10,000 new claims are filed. With over 500 different options for Baby Boomers to consider, Social Security is on the mind of Americans everywhere who are retired or are approaching retirement, and are worried about making the right choices when they claim their benefits.

We make it easy for you to reach these prospects.

With STEP2SUCCESS’ Solving the Puzzle of Social Security Benefit Options, every aspect of your workshop marketing is prepared for you.

Invitation Mailers

8.5" x 11" , 4/4-color, trifold self mailer including:
premium list, postage, and printing

Events work best at a Library or Community College - no meal! The educational approach attracts prospects that attend for the right reason – to learn!

PowerPoint Presentation

Dynamic, Customizable, Scripted

A comprehensive scripted PowerPoint presentation full of compelling speaking points and infographics designed to motivate attendees.

No cost to our direct mailing clients

Interactive Seminar Workbooks

8.5" x 12" workbook

The final piece of the puzzle. This full-sized companion workbook follows the presentation and keeps your attendees engaged.

Step Up to a New World of Financial Marketing

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