Every LBE can say to the customer...
"I want you to invest ten-minutes
to become Social Security Wise."

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HumanRobo Revolutionizes the Process of Generating LBE Referrals

A whole new way to maximize LBEs’ effectiveness in generating referrals.

Balancing multiple responsibilities and shifting priorities, LBEs may find it difficult to develop sufficient numbers of referrals to financial advisors.

At the same time, a huge, underserved segment of bank customers are looking for help with important financial issues such as understanding their Social Security and retirement income. Bridging this gap is the job of Social Security Wise®.

A "Digital LBE" that Increases LBE Productivity

Social Security Wise utilizes HumanRobo™, a "Digital LBE," that enables human LBEs to more effectively engage customers with a high-quality educational experience on a subject of virtually universal interest. HumanRobo educates, motivates and builds demand for planning meetings with financial advisors.

Leveraging LBEs Strengths

LBEs have credibility with customers that HumanRobo makes easier to leverage. The LBE makes a simple hand-off to the digital LBE which then delivers an impressive educational experience.

The Digital LBE never tires, never looses focus, and never fails to make a perfect, compliant educational presentation. The result is more customers perfectly prepared to meet with your FAs.

Systems that are easy to use are used more often. LBEs need only say the following: "I want you to invest 10-minutes to become Social Security Wise."

What customer approaching retirement isn’t interested in learning about Social Security?

With Social Security Wise® your LBEs can help customers become educated on a subject they care about.

The future is all about utilizing digital capabilities to strengthen the performance of humans. Social Security Wise® provides an all-new capability to help LBEs engage more customers with the knowledge and income planning assistance they need.

An Impressive, Digital Experience on a Subject of Universal Interest

Social Security Wise® is easy to use. LBEs need only say the following:
"I want you to invest 10-minutes to become Social Security Wise."

Then, at a time and place that is convenient for the customer, Social Security Wise delivers a quality, informative and motivating educational experience. This learning experience will build demand for planning meetings with your financial advisors.

Affordable, Yet Unmatched Quality and Customer Experience.

InvestmentNews named Social Security Wise® the industry’s top retirement income communications platform.
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SOCIAL SECURITY WISE® REVLUTIONIZES THE PROCESS OF GENERATING REFFERALS FROM CUSTOMERS LOOKING FOR HELP WITH INCOME PLANNING

A Message and Process that Leads to Deeper Customer Relationships

  1. 1. Social Security Wise® delivers a vital message: Social Security is very important, but it’s only one component of an overall strategy for retirement income.
  2. 2. After engagement with Social Security Wise, customers will understand that they need a financial advisor’s help in developing an overall strategy for retirement income.
  3. 3. This is the compliant, quality process for dramatically increasing LBE referrals.

 

Social Security Wise® for Licensed Bankers is an affordable program that offers high ROI.

HELP EVERY LICENSED BANKER BECOME EFFECTIVE AT GENERATING MORE REFERRALS.

The Benefits of Social Security Wise® with HumanRobo

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CALL: (800) 200-9404, #1