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Social Security Pro - 2 Minute Overview

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How We Help Advisors.

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One-Time Fee Per Client!

SOCIAL SECURITY
ANALYSIS

Speak With An Expert
$ 124
95
  • 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!
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SOCIAL SECURITY
FILING

$ 99
95
  • 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!

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

Why Your Clients Need Us

What Your Clients Get

Personalized social security plan
social security plan

Personalized Plan

Multiple Scenarios

Multiple Scenarios

social security pro support

Speak to an Expert

Social security filing

Application & Filing

important social security days

Monitoring & Important Dates

All this....why wait?

How It Works For Advisors

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What is Social Security Advisors? An Overview

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Free Snapshot

Client Testimonials

Retired couples

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.