Social Security Maximization Presentation
Power Point
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Additional Resources
NSSA Social Security online education and designation course
Social Security Timing (SST) Software
Retirement Analyzer Software

Narrated Rehearsal Area
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Video Script
Recordings Tips

Presentation PowerPoint
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Workshop Detail Checklist – step-by-step guide to running a flawless workshop
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Simplified Financial Assessment
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Client Concerns & Evaluations
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Workshop Reminder Sheet
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Phone Script
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Email Script
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Positive F.I.A. Articles
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GPS 4.0 Online Marketing

I have worked with DFS for about 3 years. My relationship with Julian and Mae have been great. With Julian’s expertise and hands-on approach of the Fixed Index Annuities market I have been able close more deals than ever before. I would recommend DFS to any Agent whether experienced or not.

Jeff & Lynmichelle