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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 Center

Thousands 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.
Interactive Sliders

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.

Compare Strategies

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 Looking

Many 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.

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You won't be charged for 14 days—you can cancel your membership at any time during your free trial.

Advisor Controls Essentials

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Includes Marketing and Planning Resources
Products Included:
  *Includes a digital consumer fact finder

Advisor Controls Elite

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Includes Marketing, Managing and Planning Resources
*Includes a digital consumer fact finder