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First Meeting Pivot

“Hello (Mr. Prospect), great to see you again! As I said in the workshop the other night, today’s meeting will be broken down into two parts. In the first part, I’m going to ask you a few basic questions that are needed in order to determine what the best Social Security options are for your situation. Then, I’m going to give it to my assistant, so he/she can input the information in our software while you and I work on the 2nd part, which is to take a look at your overall financial situation to be sure that you can take advantage of whichever scenario gives you the most money over your lifetime. Sound Fair? OK, may I see the PIA information you have?

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