SOCIAL SECURITY MAXIMIZATION Exclusive rights to this material belongs to GPS. Unauthorized use of this material is prohibited. SOCIAL SECURITY MAXIMIZATION Total benefits over your lifetime It’s not just about getting the largest monthly benefit. It’s about maximizing benefits over your lifetime, and coordinating with your retirement plans. Determining the best option for you While Social Security can be complicated, the rewards for optimizing benefits can easily be tens of thousands of dollars. Don't leave valuable benefits unclaimed by using the wrong strategy. Protecting the surviving spouse What will the financial impact be on your spouse when you pass away? Are you prepared? Managing the impact of taxes No one wants to pay more in taxes than they need to. Depending on how you manage your retirement assets, you could avoid unnecessary taxation. Filling the income gap Will your Social Security benefits be enough to fund a long, prosperous retirement? Don't leave it up to chance. Learn more about ideas and strategies to efficiently create the retirement income you've always wanted. The financial service you deserve Who is watching your money? Or your important documents? When they need it most, will your family be able to find the Powers of Attorney or medical directives you prepared? Get your Social Security Maximization report Get the most out of your Social Security benefits. You can receive your personalized report that shows the strategy that's best for you! Please check areas of concern and COMPLIMENTARY reports of interest: Social Security Maximization Color of Money report Generational Vault Company Name (Company Name) is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

SOCIAL SECURITY MAXIMIZATION Exclusive rights to this material belongs to GPS. Unauthorized use of this material is prohibited. First Name: _________________Last Name: _____________________ Spouse’s Name: _____________________________________________________ Your Age: _________Spouse’s Age: _________ Address: ___________________________________________________________ City: _______________________State: _______ Zip: _________ Phone: _______________________Cell Phone: _____________________ Address: ______________________________________________________ When would you like to schedule your COMPLIMENTARY consultation? Mark all that apply I need to schedule a meeting on a date and time other than listed above. When is the best time to schedule your meeting? ______ AM ______ PM What day of the week is best to schedule your meeting? _____________ I cannot travel to your office but I would like for you to come to my home. No, thanks; I would not like to schedule a meeting at this time. Additional Information: _______________________________________________ FOR OFFICE USE ONLY: Confirmed Mailed Card DNM Database 9:00 AM10:30 AM1:00 PM2:30 PM4:00 PM5:30 PM Tuesday, April 14, 2015 Wednesday, April 15, 2015 Tuesday, April 21, 2015 Wednesday, April 22, 2015 Tuesday, April 28, 2015 Wednesday, April 29, 2015 Thursday, April 30, 2015 SOCIAL SECURITY MAXIMIZATION Company Name