Social Security Software For Advisors

Millions of americans depend on social security for their income.

Social security software for advisors.

Still it is a valuable tool since it can also reflect your spouse s social security income. Rowe price social security benefits estimator. Investment brokerage sites sometimes have social security tools one of which is the t. We will review your client s social security options with you and your client via telephone and online.

Social security advisors dedicated to maximizing social security benefits for our clients through customized social security strategies. Created as a partnership between entrepreneur and software expert bill meyer and the highly reputable financial planning researcher bill reichenstein who has published extensively on social security strategies in the journal of financial planning ss analyzer is built to gather detailed information about the client s social security. His software accounts for social security spousal widow and survivor benefits he said. Here s our in depth maximize my social security review to help you determine if this easy to use tool is worth the money.

Financial professionals love maximize my social security because. Rowe price social security benefits evaluator. Does not provide investment advice and the material in this site has been provided for informational purposes only. Generate leads and gather new client assets with our maximum social security strategy flexible payment.

Thousands of rules and calculations are no excuse for a complex interface or presentation. The advisor can pay or the client can pay advisor and client conference calls. All the information provided is based on current social security rules benefits calculations and payout promises of existing social security policy. You can enter information about you and your spouse.

Let us help you obtain your maximum social security benefit. But navigating the system is far from easy. Social security pro is backed by impact s 38 years experience creating financial planning software. Social security solutions inc.

No social security software marketing or training needed. The software suggests safe ways to make their clients tens if not hundreds of thousands of dollars 10 000 baby boomers are retiring every day and need to make social security benefit decisions. Maximize my social security wants to help you make the most of your benefits. Good software does the hard work behind the scenes and creates a presentation your client can understand easily.