Social Security Pro
Social Security answers that your clients can understand
Powerful calculations meet an easy-to-use interface
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Patented user interface
Sophisticated calculations behind the scenes, clear results front and center
Help clients optimize their Social Security filing strategy for maximum benefit. Social Security Pro’s highly-interactive user interface is the perfect tool for virtual client meetings.
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
Presentations
Complete client presentations in under five minutes
We get it — no one has time to learn confusing software. Social Security Pro doesn’t require any training to get started, and it takes less than five minutes to create an engaging, professionally-designed client presentation.
