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Disclaimer

Social Security Statement

Date

Mr. and Mrs. Client

Address

Home town, USA  Zip

Dear [Client]:

By now, you should have received a four-page statement from the Social Security Administration with estimates of your retirement, disability and survivor's benefits. While your proper planning and regular investment have hopefully put you on the right road to retirement, you may have questions or concerns regarding supplemental retirement income, future insurance needs or other possible strategies.

Let's meet and discuss what you've discovered from your Social Security statement. I am available at your convenience. Please contact me to schedule our appointment.

Sincerely,

[Your Name]
[Registered Representative]
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