After years of paying into Social Security, most of your clients want to get back as much as possible in retirement. This tool will help your clients develop a strategy for maximizing their benefits.
Use our patent-pending tool to run various collection strategies for your clients to see which strategy results in the greatest combined lifetime benefits.
- New! Assess the Social Security benefits of married, widowed, divorced and single clients, including spousal and survivor benefits where applicable.
- New! Suggest appropriate collection strategies. The tool compares benefits from multiple distinct collection strategies to automatically provide the strategy with the highest average lifetime benefits.
- New! Illustrate the specific action steps your clients will need take on the output report.
- Customize calculations based on estimated Social Security benefits, government pensions, cost-of-living adjustments and investment returns.