Boost Clients and Revenues - Trip to Kansas City
Good morning to all,
I am visiting Kansas City from April 29 through May 6. I would like to meet iShade.com members during my visit. The purpose of meeting is to help iShade members use Social Security consulting services in their practice to grow clients and revenues. I would also be happy to answer your SS questions.
Attached is our "Make a Plan" SS checklist. Use the checklist to help you clients understand their benefits.
Please advise if you have time available during my visit. I may be reached at firstname.lastname@example.org or 513-218-8505.
Marc Kiner, Social Security Group Moderator
Download Attachment (Checklist_Make_a_Plan_-_2014.pdf)