How It Works for Your Clients
How It Works For Clients
Step 1: Get Started
Step 2: Work With Their Advisor
Step 3: Maximize Their Social Security
Step 1: Get Started
Step 1: Your clients take the first step towards maximizing their social security! They answer a few basic questions to help us customize their Maximum Social Security StrategySM and they are on the way!Step 2: Work With Their Advisor
Step 2: Their Social Security Advisor will work with them to explore all of their social security claiming options and will help them maximize the Social Security! Your clients now have a dedicated guide focused on them to help make these critical decisions. You as their advisor are welcome to join these calls.Step 3: Maximize Their Social Security
Step 3: After a full analysis of ALL their claiming options, they’ll receive their maximum Social Security StrategySM tailored specifically for them and personalized recommendation from the Social Security Advisor so they can start earning more! We can even file their social security for them if desired.What is a Maximum Social Security StrategySM?
A Personalized Social Security Strategy
A full analysis of ALL your clients’ claiming options and a Maximum Social Security StrategySM tailored specifically for him/her.
We Increase Your Client's Income
We tell them how to maximize their Social Security.
We Make It Easy
We simplify the 2,728 rules and tell them exactly what to do in one simple and executable plan.
When to File, What to File, & How to File
We simplify the 2,728 rules and tell them exactly what to do in one simple and executable plan.
Easy Visuals
Monthly, Annual, and Total Benefits with intuitive and easy-to-understand visuals.
Compare & Contrast Scenarios
Have multiple claiming scenarios in mind? No problem, we’ll guide your clients through each of them and help them choose the best one!
Work With An Expert
A one-on-one planning session with a dedicated Social Security AdvisorSM
Assistance with Filing
Their filing and claiming questions answered.
