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What you need to know after
the rules change

Even after the rule change, Social Security is still
complicated. We still make it simple.
published research.

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even though the rules are complicated.

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Developed by Experts

William Meyer

Bill Reichenstein

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.

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Generates client-ready proposals customizable for your firm.

ALLOWS COMPARISONS

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.