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See how you can GET MORE for your clients
Your 10-day, no obligation free trial is pre-populated with sample cases so you can quickly get up to speed on the factors that impact Social Security claiming strategies. Plus, you can add one of you own clients to test the quality of the software.
Developed by Experts
Developed by the recognized experts in Social Security and based on research in the Journal of Financial Planning, Journal of Wealth Management and Retirement Management Journal.
The Social Security Analyzer makes it easy for you!
Finally software that:
ADDS LIFETIME BENEFITS
Shows how to add as much as $250,000 to your client’s lifetime benefits.
CUSTOMIZED TO YOU
Generates client-ready proposals customizable for your firm.
Compares strategies side-by-side.
DELIVERS PROVEN ADVICE
Allows you to brand as a retirement income expert.
When you can deliver proven advice that helps clients make financial decisions that impact the rest of their lives, it’s easy to acquire more clients and earn introductions to their friends.