Back to Investments and Wealth Forum - Fort Lauderdale

Laird Johnson, CLU®, ChFC®

Senior Director, Advanced Markets, Equitable Distributors

EdTalk #1: Social Security: Getting the Most Out of Your Benefits

 

Most clients want to maximize their Social Security benefits but don’t know how. This presentation focuses on when to start taking benefits, the impact of working while receiving benefits and the future of Social Security. Learn how to grow your business with proactive Social Security strategies.

Biography

Laird Johnson is a senior director in the Advanced Markets Group at Equitable Distributors. In his role, he leads an experienced team that educates financial professionals on complex financial planning strategies designed to improve client situations. Johnson has more than 20 years of experience in the financial services industry with a background focused on retirement planning, income planning, advanced estate planning, and tax issues.

Johnson is a highly sought-after speaker with a valued reputation in the advanced markets field. He has published several articles on financial planning concepts in publications such as National Underwriter and Broker World.

Johnson earned his MBA from Pennsylvania State University in 1998. He is a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®). Mr. Johnson holds Series 6, 26, and 63 licenses as well as a New Jersey State Life Insurance license. He is currently a member of the Advanced Sales Committee with LIMRA and the Retirement Income Committee with the Insured Retirement Institute (formerly NAVA).