• ANALYZER BASIC
    $300 /annual
  • Full Access to Robust SS Logic Engine

  • Strategy Analysis and Diagnostics

  • Compare Strategy Module

  • Report and Proposal Generator

  • All Household Types Covered

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  • Access to Robust SS Logic Engine

  • Strategy Analysis and Diagnostics

  • Compare Strategy Module

  • Report and Proposal Generator

  • All Household Types Covered

  • Technical Support
  • ANALYZER PLUS
    $850
    Promotion
    $650 /annual
  • Includes everything in ANALYZER BASIC and adds:

  • SS Zone – Life Expectancy

  • Custom Strategies

  • Tax Calculator

  • Custom Firm Branding on Reports

ORDER NOW
  • Access to Robust SS Logic Engine

  • Strategy Analysis and Diagnostics

  • Compare Strategy Module

  • Report and Proposal Generator

  • All Household Types Covered

  • Technical Support
  • SS Zone – Life Expectancy, Compare

  • Strategy Lists and Goals

  • Additional Reporting Templates

  • Custom Strategies

  • Voluntary Suspension

  • Tax Calculator

  • Custom Firm Branding on Reports

  • MOST POPULAR ANALYZER PREMIER
    $1200
    Promotion
    $1,000 /annual
  • Includes everything in ANALYZER BASIC and ANALYZER PLUS and adds:

  • Retirement Income Coordination Tab

  • SS Zone – Best Strategies (Monte Carlo)

  • Earnings Test Analysis

  • Premium Case Support
ORDER NOW
  • Access to Robust SS Logic Engine

  • Strategy Analysis and Diagnostics

  • Compare Strategy Module

  • Report and Proposal Generator

  • All Household Types Covered

  • Technical Support
  • SS Zone – Life Expectancy, Compare

  • Strategy Lists and Goals

  • Custom Strategies

  • Voluntary Suspension

  • Tax Calculator

  • PIA calculator

  • Monthly Views

  • Custom Firm Branding on Reports

  • Custom Firm Branding on Reports

  • SS Zone – Best Strategies (Monte Carlo)

  • Advanced Modeling and Compare

  • Earnings Test

  • Detailed Taxes

  • Integration, download and exporting

  • Premium Case Support
  • Retirement Income Coordination Tab

  • Invest Tab

Make sure your clients complete their Social Security application correctly!
Our filing assistance gives your clients:

  • Access to experts who help them successfully navigate the online application

  • Peace of mind that they answer the questions the right way.​

  • Confidence the strategy you helped them create is implemented.

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