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Social Security Pro - 2 Minute Overview
Play Video about filing social security
How We Help Advisors.
- Offer Industry-Leading Social Security Advice
- We do work for you and make it easy
- This is the big one: help your clients make the best decision about their largest retirement
- Differentiate yourself among competitors and earn new business
- No social security software, marketing or training needed
- General leads and gather new client assets with our maximum social security strategy
- Flexible payment: the advisor can pay or the client can pay
- Advisor and client conference calls: we will review your client's Social security options with you and your client via telephone and online
Choose An Option
One-Time Fee Per Client!
SOCIAL SECURITY
ANALYSIS
Speak With An Expert
$
124
95
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Maximize Your Client's Social Security
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Advisor and Client Conference Calls
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Personalized Social Security Strategy
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Best Claiming Strategy Identified
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When, What, & How to File
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Detailed Custom Analysis
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Easy Visuals & Instructions
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Important Filing Dates
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We Make It Easy!
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Online Access
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Compare & Create Scenarios
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Speak With An Expert- Unlimited Access
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Claiming Questions Answered
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Easy Filing Service! We File for You!
Popular
SOCIAL SECURITY
FILING
$
99
95
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Maximize Your Client's Social Security
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Advisor and Client Conference Calls
-
Personalized Social Security Strategy
-
Best Claiming Strategy Identified
-
When, What, & How to File
-
Detailed Custom Analysis
-
Easy Visuals & Instructions
-
Important Filing Dates
-
We Make It Easy!
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Online Access
-
Compare & Create Scenarios
-
Speak With An Expert- Unlimited Access
-
Claiming Questions Answered
-
Easy Filing Service! We File for You!
SOCIAL SECURITY
TROUBLESHOOTING
Custom
-
Maximize Your Client's Social Security
-
Advisor and Client Conference Calls
-
Personalized Social Security Strategy
-
Best Claiming Strategy Identified
-
When, What, & How to File
-
Detailed Custom Analysis
-
Easy Visuals & Instructions
-
Important Filing Dates
-
We Make It Easy!
-
Online Access
-
Compare & Create Scenarios
-
Speak With An Expert- Unlimited Access
-
Claiming Questions Answered
-
Easy Filing Service! We File for You!
Inquire for Discounts Available for Volume
What We Do For Your Clients
- We maximize client's Social Security & make it easy!
- We show them how to make the best choices
- Speak to an expert: access to a dedicated Social Security Advisor
- Tell them when to file, what to file, & how to file
Why Your Clients Need Us
- 70% of Americans leave money on the table ($120,0000 on average, per couple)
- Social Security is complicated! Are your clients making the right decisions?
- Expert Social Security advice is difficult to find
- The Social Security administration is prohibited from providing advice.
What Your Clients Get
Personalized Plan
Multiple Scenarios
Speak to an Expert
Application & Filing
Monitoring & Important Dates
All this....why wait?
How It Works For Advisors
Step 1: Offer to Your Clients
Step 2: Hire Us
Step 3: Clients Maximize Their Social Security
Step 1: Offer to Your Clients
Step 1: Take the first step by offering the best Social Security advice available in the market, our Maximum Social Security Strategy and add value to your clients!
GET STARTED DEMO NOW
GET STARTED DEMO NOW
Step 2: Hire Us
Step 2: Hire us to complete a full Social Security analysis for your client. The client will receive their Maximum Social Security Strategy report and full access to one of our advisors via telephone to answer any questions. You as your client’s advisor are also welcome on the calls.
Get Started
Get Started
Step 3: Clients Maximize Their Social Security
Step 3: Clients will be fully educated regarding their best Social Security options and will be able to make the best decisions possible to maximize their Social Security. We can even file for their Social Security for them if desired.
Get Started
Get Started
Client Testimonials
"Thanks for explaining about the delayed retirement credits and the strategy that we decided on to maximize my benefits, it certainly makes sense and I probably would have just claimed at 62 if I didn't know better."
"Having been married twice, I was confused about which work record I could claim under and I certainly had no idea about being independently entitled to benefits after the two years passed. This is great...I thought I was going to be stuck with a lower benefit."
"Because we needed some money now from Social Security but also wanted to have enough money after my husband dies, my Social Security Advisor found a great solution that allows us to do both."
"I had no idea that I could claim a survivor benefit early and then switch to my own benefit later on...this is really helpful and the Social Security Administration agent I spoke to hadn't even mentioned this to me."
"While my wife and I had read about file & suspend, I had no idea when or how until chatting with my Advisor and receiving the information he sent. The extra money will give us some options we wouldn't have had"
"We're amazed that we're going to get $73,280 more over our lifetimes and yet the cost of your service was so reasonable! As far as we're concerned, this is like free money because we would have made a big mistake. We're going to recommend you guys to some of our friends as a way to say thanks. "
"Wow! I had no idea that children were entitled to Social Security benefits. That means that we should receive about $13,200 more per year than we had thought. We really appreciate your help and great service."
"After my husband passed away, I was upset and confused about if I should take his survivor benefit or my own benefit and when for each of these. Thanks again for helping me and I'm confident that I'm going to be more financially secure as a result of the strategies you recommended."
"I had spent hours talking to the Social Security Administration and researching my options online before we spoke. I still can't believe how easy you made it for me and found better options than I had come up with on my own. Thank you!"
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The Million Dollar Decision
This is the Big One: Many couples receive more than 1,000,000 in joint lifetime Social Security Benefits. Making the right decision about this overlooked retirement asses is critical.