What Your Clients & Members Get
Personalized Plan
Multiple Scenarios
Speak to an Expert
Applications & Filing
Monitoring & Important Dates
Personalized Plan
A straightforward multi-page plan customized exclusively for your clients and members that describes step-by-step how to Maximize their Social Security.
We don't just instruct your clients and members; we educate them too! Their Maximum Social Security StrategySM is filled with valuable educational material.
Multiple Scenarios
Want to see different scenarios and Claiming Strategies? No problem! Our Advisors will work through the options with your clients and members who can compare them side-by-side. Tons of educational content and visual guides provided for each situation.
Speak to an Expert
Ask questions and get expert answers! Our Social Security AdvisorSM will speak with your clients and members about their situation and circumstances to make sure that they make the best decision possible. This is a critical financial decision and we'll make sure they get it right!
Applications & Filing
We're here to help! We want your clients and members to be assured that they're getting it right.
Monitoring & Important Dates
Because Social Security Strategies often require future action (e.g., filing and suspending benefits, switching spousal benefits, delayed filings, etc.), we make the important dates clear for your clients and members.
All this...why wait?
View All Pricing Plans