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!
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.
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!