Social Security Optimization
Social Security answers that clients will understand
Social Security Pro—Optimization Tool
Social Security Lead Gen—Personalized Prospecting Site
Risk Free 14-Day Trial
Social Security Pro
Sophisticated Calculations Behind the Scenes—Clear Results Front and CenterThousands of rules and calculations are no excuse for a complex interface or presentation. Good software does the hard work behind the scenes and creates a presentation your client can understand easily.
Play with variations to see the effect on total benefits. The patented interface facilitates point-of-sale presentations on most devices—even your phone.
Total Benefits Intensity Grid
Benefits intensity grid makes it easy to determine if a slight adjustment in filing ages will make a large or small impact.
See best strategy overall and best strategy for every age combination—you can also view benefits by year.
Professional Printed Presentation
An easy-to-understand, attractive presentation that tells your client's personalized Social Security/Retirement story.
Social Security Lead Generator
Catch Prospects When They First Start LookingMany prospects for Social Security and retirement planning first start researching online—with SSGen you can direct interested prospects to your personalized Social Security site.
1. Point Consumers to Your Site
Post links to your lead-gen site on your personal website, email footer or social media accounts. You can also print your URL or unique QR code on marketing materials. See Sample Site
2. Consumers Walk Through the Tool
Prospects self-qualify by playing with their benefit projections and seeing how their choices compare with optimal Social Security planning. Prospects see their real numbers, not hypothetical case studies.
3. You're Notified of a New Lead
When a prospect walks through the tool, you will immediately receive an e-mail notification, and the lead will appear in your leads dashboard.
4. Create a New SSPro Case
From your leads dashboard you can follow up a lead, review data submitted, and create new cases directly from the lead—data is automatically shared with SSPro.