Frequently Asked Questions

Our Maximum Social Security Guarantee^SM is our promise to you.

At Social Security Advisors^SM, we are confident in our ability to maximize your client’s Social Security. Our service always comes with our Maximum Social Security Guarantee^SM which is as follows: We will refund any fees paid if it can be demonstrated to us that an alternative Social Security Strategy would result in a larger lifetime benefit from the Social Security Administration under the same set of circumstances and assumptions. Simply submit your claim within 60 days of signing the Service Agreement.

The bottom line is that we only win if you win by obtaining your maximum Social Security benefit.

Yes, it is. For each new client, simply sign-up for the service that you and your client desire. Discounts are available for volume; please inquire for more information.

Each client plan that you purchase for a client is good for that client’s lifetime (or the lifetime of the couple if they are married). You or the client can call back at anytime in the future with any additional questions pertaining to the client’s case.

Yes, we do. Discounts for advisors begin at five client cases per month and are available at multiple tiers based on volume. Please contact us to inquire further.

As the advisor, you can be as involved or uninvolved as you would like. Some of our advisor partners prefer to be involved in every discussion and others prefer to simply refer their client to us and once their Social Security questions are answered, we pass the client back to you, the advisor. So it’s up to you.

It’s very easy; you can do so online here: Schedule An Appointment

We certainly can! Sign-up for the Social Security Filing Service here: Sign-Up for Filing

Yes, either of you can pay the fees; there are no restrictions.

No, we focus exclusively on providing Social Security advice and do not compete with you, the advisor.

This is available for Enterprise-level advisors; please inquire for more information.

No, we offer our Quick Question service for exactly this reason which gives you and your client 10 minutes of access to one of our Social Security Advisors to ask any questions that you have.

No. By law, they are not allowed to provide you with specific recommendations based on your client’s personal and unique circumstances. It is critical that your client’s Maximum Social Security Strategy^SM be coordinated with the numerous personal and financial variables that need to be considered in making their decision.

You can obtain a great deal of general information from the Social Security Administration; they are a wonderful resource and they perform an important service administering Social Security on behalf of the American people. What they cannot provide is advice and it is custom advice that your client’s need–advice that is geared towards your client’s specific circumstances and objectives in order to Maximize their Social Security^SM. As the Social Security Experts^SM, this is what we specialize in.

At Social Security Advisors^SM, we are your client’s advocate and we are working on your client’s behalf. We have a team of expert advisors that will provide an in-depth analysis of the many factors that will impact your client’s benefits. We will provide your client with a clear view of the differences those factors can make in your benefit payments as well as your client’s overall retirement income and we will identify the Maximum Social Security Strategy^SM that is right for them and their family.

We’re glad you asked. At Social Security Advisors^SM, we value your trust and take our work very seriously. We maintain a leading in-house research and development program and team dedicated to producing strategies to maximize your client’s Social Security. As such, our experts are frequently quoted and have contributed to numerous published articles on the topic of maximizing your client’s Social Security and provide professional Social Security course instruction on a regular basis.

The Social Security strategies that we offer are based on both leading academic research and quantitative analysis as well as actual hands-on experience in working with clients and the Social Security Administration. Our team of Social Security experts has years of experience in the field and we have an in-house training and continuing professional education program in place to ensure that our advisors are always up-to-date with the latest changes and opportunities that may be available to our clients.

Furthermore, we encourage you to review what our previous clients have been saying in our Client Testimonials section.

The bottom line is that Social Security is complex. It has taken us years of dedicated research and experience to develop the expertise that we have at Social Security Advisors^SM. The unfortunate fact is that most financial advisors are not properly trained in the nuances and complicated rules-over 2,700 of them-that are contained within Social Security’s Program Operations Manual System.

Basically, the majority of financial advisors don’t have the Social Security-specific tools or in-depth knowledge required to help their clients maximize their Social Security. Also, by working with us, we handle all the heavy lifting and make it easy for you so that you can focus on what you do best. By offering your clients the best Social Security advice available in the market, you will differentiate yourself among your competitors and you can use the topic of Social Security and our service as a great lead generator for your business without having to pay for training, software, or new marketing programs.

Generally, no. We will only need your client’s Social Security number if their situation is exceptionally unique or we are handling the client’s Social Security filing for them. Of course, even in these cases, you have the right to refuse to provide your client’s Social Security number at any time.

We accept all major credit and debit cards, PayPal, cash, or check.

At Social Security Advisors^SM, we are confident in our ability to maximize your Social Security. Our service always comes with our Maximum Social Security Guarantee^SM which is as follows: we will refund any fees paid if it can be demonstrated to us that an alternative Social Security Strategy would result in a larger lifetime benefit from the Social Security Administration under the same set of circumstances and assumptions. Simply submit your claim within 60 days of signing the Service Agreement.

Yes. We are dedicated to making everything as easy and convenient as possible for you and your client. Additionally, we will work with you to identify a mutually convenient time to discuss your client’s situation even if this means doing so on a weekend or in the evening.

If you or your client have any questions during or following your review of your Maximum Social Security Strategy^SM, your Social Security Advisor will be available assist you and will work hard to address any questions that you may have.

No, there is no limit…and there are no limits to how much you can benefit through our Social Security Advisors Referral Program^SM. Help your friends and family by spreading the word about how Social Security Advisors^SM can maximize their Social Security. When one of your friends or a family member sign-up and become a client, you both win. For more details, please visit our Referral Programs

Yes, we do. Group discounts are available on a tiered-basis beginning with groups of five or more individuals or couples. For more details, please call us to speak with a Social Security Advisor.

No. Social Security Advisors^SM is not affiliated with the Social Security Administration in any way.

We work with an industry-leading partner that handles disability claims for our clients. For more details about discounted partner rates available to clients of Social Security Advisors^SM, please call us to speak with a Social Security Advisor^SM.