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

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