Social Security Timing Demonstration

Learn more about the software before you register for a free trial

In this recording of a live demonstration, you’ll see the power of the industry’s leading Social Security claiming software in action. We will show you how to easily input client information and how the software calculates the best claiming strategies. You’ll also learn how to generate reports that illustrate the gap between a client’s projected Social Security benefit and desired income in retirement — a simple visual that is especially effective in showing clients the need to find other retirement income sources.

Social Security Timing in Portal (1)
Get a 10-day free trial