Easily Add Your Client Data
Enter the data from your client’s Social Security statement.
Enter the data from your client’s Social Security statement.
This feature makes the difference between a good decision and a better decision obvious. Clients can clearly see the amount of Social Security you can help them access.
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View the cash flow for each strategy to determine if the client’s income needs are being met year-by-year.
Helpful charts and graphs will help your clients clearly see the amount of Social Security you can help them access.
See the exact year and month your client should claim Social Security to receive optimal benefits.
How could your clients' Social Security benefits be taxed? Our calculator helps.
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