Social Security Pro
Sophisticated Calculations Behind the Scenes, Clear Results Front and Center
Help clients leverage optimal Social Security claiming strategies for maximum benefit. A low subscription cost for high value planning.
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SOCIAL SECURITY SOFTWARE FOR ADVISORS
Help Maximize Social Security Benefits
in Just a Few Clicks
With powerful calculations and an interactive, easy-to-use interface, maximizing Social Security benefits for your clients has never been easier.
Interactive Sliders and Benefits Intensity Grid
Quickly determine if a slight change will make a large or small impact
Side-by-side strategy comparisons
Compare the best strategy overall with any filing age combination
Detailed Graphs, Ledgers, and Action Plans
View benefits by year, taxation details, and break-even analysis
- Touch or click on a start age combination in the interactive grid
- Use the sliders to change assumptions
- With every change of a slider or grid selection, hundreds of calculations are made as the thousands of Social Security rules are applied to compare options, suggest the best filing strategy, and show the lifetime difference
DO MORE IN LESS TIME
Create Professional Client Presentations in Minutes
We get it — no one has time to learn confusing tech. Our Social Security optimization software doesn’t require any training to get started, and it takes less than five minutes to create an engaging, professionally designed client presentation.
