Maximizing and optimizing the Social Security income election for your client is only the first step. Layer on the Retirement Road Map to assess and position Retirement assets to meet your clients financial planning needs.
Social Security Pro - Social Security software provides you the answers for your clients’ and prospects’ questions in a matter of minutes. Social Security Pro gives you a simpler way to apply the thousands of Social Security rules to your client’s goals. Help your client make smarter social security decisions.
Map Your Solution - Retirees have a lot of challenges and expectations for their retirement years. With a Retirement Road Map you can map a path toward your clients’ retirement destination. The software focuses on your client's assets and income and how the funds can best work for them.
| Feature |
Social Security Pro |
Retirement Roadmap |
| Social Security claiming maximization |
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| All 567 married couples calculations |
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| Single, widow, & divorce calculations |
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| Spousal & survivor benefits |
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| Patented user interface |
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| Strategy comparisons |
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| Non-covered pensions-WEP & GPO capability |
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| Step-by-Step filing instructions |
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| 30-minute weekly training webinars |
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| Technical phone support |
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| Import SS election from Pro |
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| Key in SS election from other software |
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| Manually set client SS election |
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| Enter retirement expenses |
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| Enter qualified retirement assets |
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| Enter non-qualified plan assets |
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| Time Horizon Retirement Planning |
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| Identify income needs & gaps |
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| Input annuity solution |
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| Input life insurance solution |
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| Visual Income & legacy planning tool |
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| Consultative asset gathering tool |
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