What You Get
What You Get
- Personalized Plan
- Multiple Scenarios
- Speak to an Expert
- Applications & Filing
- Monitoring & Important Dates
Personalized Plan
- A straightforward multi-page plan customized exclusively for your clients that describe step by step how to Maximize their Social Security.
- We don't just instruct your clients; we educate them too! Their Maximum Social Security Strategy SM is filled with valuable education material.
Multiple Scenarios
- Want to see different scenarios and Claiming Strategies? No problem! Our Advisors will work through the options with your clients who can compare them side-by-side. Tons of educational content and visual guides provided for each situation.
Speak to an Expert
- Ask questions and get expert answers! Our Social Security AdvisorSM will speak with your clients about their situation and circumstances to make sure that they make the best decision possible. This is a critical financial decision and we'll make sure they get it right!
Applications & Filing
- We're here to help! We want your clients to be assured that they're getting it right.
Monitoring & Important Dates
- Because Social Security Strategies often require future action(e.g., filing and suspending benefits, switching spousal benefits, delayed filings, etc.),we make the important dates clear for your clients.
