How It Works for Your Clients & Members

Step 1:  Your clients and members 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're on their way!
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Step 2:  Their Social Security Advisor will work with them to explore all of their Social Security claiming options and will help them Maximize Their Social Security! Your clients and members now have a dedicated guide focused on them to help make these critical decisions.
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Step 3:  After a full analysis of ALL their claiming options, they'll receive their Maximum Social Security StrategySM via email tailored specifically for them and a personalized recommendation from their Social Security Advisor so they can start earning more!
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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 Their 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
  • Full claiming dates, switching dates, and instructions to make sure they don’t leave money on the table.




 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.