How It Works
How It Works
Step 1: Choose Your Plan
Step 2: Make Your Payment
Step 3: Maximize Your Social Security
Step 1: Choose Your Plan
Step 1: Take the first step towards Maximizing Your Social Security! Choose either the Premium (Most Popular), Deluxe, or Standard plans and you’re on your way!
Step 2: Make Your Payment
2: Easily make your payment for your selected plan online or by calling us at 1-877-629-6923, option 3
Step 3: Maximize Your Social Security
Answer a few basic questions for us and after a full analysis of ALL your claiming options, you’ll receive your Maximum Social Security StrategySM via email tailored specifically for you and a personalized recommendation from your Certified Social Security Advisor SM so you can start earning more!If you chose the Premium Plan, you will then have unlimited access to your Certified Social Security Advisor SM by phone and online.
What is a Maximum Social Security StrategySM?
A Personalized Social Security Strategy
A full analysis of ALL your clients’ claiming options and a Maximum Social Security StrategySM tailored specifically for him/her.
We Increase Your Client's Income
We tell them how to maximize their Social Security.
We Make It Easy
We simplify the 2,728 rules and tell them exactly what to do in one simple and executable plan.
When to File, What to File, & How to File
We simplify the 2,728 rules and tell them exactly what to do in one simple and executable plan.
Easy Visuals
Monthly, Annual, and Total Benefits with intuitive and easy-to-understand visuals.
Compare & Contrast Scenarios
Have multiple claiming scenarios in mind? No problem, we’ll guide your clients through each of them and help them choose the best one!
Work With An Expert
A one-on-one planning session with a dedicated Social Security AdvisorSM
Assistance with Filing
Their filing and claiming questions answered.
