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Do You Serve Baby Boomers?

Cindy partners with advisors across multiple industries who serve Baby Boomers for key financial decisions.

  • Wealth Managers & Traditional Financial Advisors
  • Accountants
  • Attorneys
  • Insurance Brokers
  • Real Estate Sales Agents & Brokers
  • Human Resource Managers
Social Security Administration Building

Leverage Cindy's Experience

The Social Security and Medicare benefit systems are confusing and change regularly.

They are also fraught with bureaucracy, paperwork, and idiosyncratic rules and regulations.

The knowledge and experience Cindy has acquired benefits during her four-decade career is an asset for your team and clients.

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Grow Client Relationships

Baby Boomers are vulnerable and emotional as they prepare for the uncertainties of retirement.

Offering specifialized Social Security seminars, articles, webinars and other training to your clients shows your care and concern for them.

This surely grows their commitment to you and provides growth and referal opportunities.

Financial Advisor Training

Specialized Staff Development

Investing in your or your team’s specialized knowledge offers valuable competitive benefits.

Decrease your liability and increase both your client and team value by ensuring you are up-to-date on Social Security & Medicare benefits

Cindy’s training helps you provide accurate advice during a season when key clients need it most.

How Can Cindy Serve You or Your Team?

Contact Cindy

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Regulatory Disclaimer

Cindy Lundquist and her affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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