Sales Champ
Key Partnerships
How to win new clients via novel planning capabilities
Reported by John Manganaro
To access this premium content, please sign up for a free account!
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/06/10132639/PAPS-061024-CPI-E-1987423545-web-432x243.jpg)
Should the CPI-E Be Used for Social Security?
Using the consumer price index for the elderly for cost-of-living adjustments would likely result in higher Social Security benefits.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/06/03152636/PAPS-060324-Awareness-of-Social-Security-funding-1209312327-web-432x243.jpg)
Only 30% of Savers Know About Social Security Shortfall Projections
Once aware, 97% agree leaders should strengthen the system for current and future generations.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/05/31153725/PSPA-053124-529-trends-432x243.jpg)
529 Assets Are Growing, But Education Still Needed
529 assets are increasing, but education is needed for plan sponsors and participants to understand their full benefits.