- Social Security, Retirement & Taxation: How financial products work with Social Security
- Cash value Life & Life Insurance fact finding
- Multiline Transitioning
- Have you reviewed your most recent social security statement?
- Understanding Social Security
- Join Robin Mueller: Focused look at Social Security Retirement & Taxation.
Robin C. Mueller, LUTCF, “When it comes to Social Security go to guy in the industry .” Social Security benefits have never been a more relevant source of business so it’s time to get up to speed. Mueller shows you how you can use the Social Security benefit statement to set appointments.
Learn how to coordinate Social Security’s retirement benefits with the sale of cash value life insurance, annuities and securities when sold at the right time.
Robin will cover the Social Security’s most recent law changes.
His combination of real life experience and insights mixed with humor will make you feel prouder of our profession and he will energize you with a sense of empowerment. Has been an agent, in field management and in home office.
Robin emphasis interpersonal communications. He covers taxation and why the earnings limitation is extremely important for clients retiring early and the impact on their survivors’ benefits.
Robin, a past president of the Milwaukee Association of Insurance and Financial Advisors.
Robin was president of the Wisconsin Association of Insurance and Financial Advisors. He is a distinguished service award recipient of each of those Associations.
Robin served as President of the Foundation for Insurance and Financial Education.
He has authored one of NAIFA’s Programs in a Box.
Robin is a frequent presenter at NAIFA and has spoken at GAMA, NAFIC and MDRT.
He covers taxation and why the earnings limitation is extremely important for clients retiring early and the impact on their survivors’ benefits.
He will cover the reduction for taking early retirement benefits and the incentive for delaying your retirement benefits and how financial products coordinate with them.
FICA, the earnings limitation and modified adjusted gross income.
Each attendee will leave with a clear understanding on how to figure out the break even ages, whether a client chooses to take their retirement benefit early or if they choose to delay it.
Your group will leave knowing that they may have the opportunity to help some of their clients save some money in taxes due to repositioning it under the modified AGI provision.
Regarding survivors benefits, each attendee will leave knowing exactly what the black out period is for the surviving spouse and children.
NAIFA, MDRT, FPA’s, EA’s, GAMA, NAFIC, companies, agencies and associations.
Licensed insurance agents are required to earn continuing education credit hours. Which must be in the ethics of insurance.
There is no better way to fulfill your ethics credits than with the dynamic Robin C. Mueller, LUTCF.
Robin will define what good ethics is and provide a detailed discussion of suitability.
CE credits offered *
CE courses on annuities and multiline transitioning:
(*Please double check your specific states’ requirements for CE credits)
When is the right time to take your Social Security retirement benefits?
How are you “Funding the Gap.”
9 considerations before you choose your Social Security benefits?
Do you have income that you cannot outlive?
Social Security potential taxation?
“My endorsement of you to other association executives in unequivocal! It is always a pleasure to have you on our program; it is the piece of the program I don’t have to worry about. I know you will be there early, be prepared… even excited to speak to our audience, will deliver a thoughtful, custom-prepared presentation and will leave our members energized and informed. From the staff perspective, I wish I could clone you and give every speaker a big dose of your positive altitude and professional demeanor. I encourage any conference planner to use you. !”
“You were awesome!
Thank you for helping us have such a tremendous convention.”
Robin has a Bachelor of Science degree with an emphasis in interpersonal communications.
A two time All-American gymnast, floor exercise champion and gymnast of the year. He was inducted into his University’s Athletic Wall of Fame.