Social Security Software For Advisors

Advisors also need to be able to understand the earnings test with social security said william meyer co.

Social security software for advisors.

Generate leads and gather new client assets with our maximum social security strategy flexible payment. The software suggests safe ways to make their clients tens if not hundreds of thousands of dollars 10 000 baby boomers are retiring every day and need to make social security benefit decisions. Rowe price social security benefits evaluator. Deciding which social security benefits to take and when to take them is one of the most important and complex decisions you must make.

Let us help you obtain your maximum social security benefit. Social security solutions inc. Thousands of rules and calculations are no excuse for a complex interface or presentation. Does not provide investment advice and the material in this site has been provided for informational purposes only.

Created as a partnership between entrepreneur and software expert bill meyer and the highly reputable financial planning researcher bill reichenstein who has published extensively on social security strategies in the journal of financial planning ss analyzer is built to gather detailed information about the client s social security. Social security pro is backed by impact s 38 years experience creating financial planning software. Financial professionals love maximize my social security because. No social security software marketing or training needed.

Rowe price social security benefits estimator. Maximize my social security wants to help you make the most of your benefits. Millions of americans depend on social security for their income. My colleagues and i have developed path breaking and widely acclaimed software tools to dramatically improve personal financial planning.

We will review your client s social security options with you and your client via telephone and online. All the information provided is based on current social security rules benefits calculations and payout promises of existing social security policy. Good software does the hard work behind the scenes and creates a presentation your client can understand easily. Still it is a valuable tool since it can also reflect your spouse s social security income.

Investment brokerage sites sometimes have social security tools one of which is the t. Social security advisors dedicated to maximizing social security benefits for our clients through customized social security strategies. His software accounts for social security spousal widow and survivor benefits he said. But navigating the system is far from easy.