Sophisticated Calculations Behind the Scenes—Clear Results Front and Center
Social Security Pro is backed by Impact's 35 years experience creating financial planning software. Thousands of rules and calculations are no excuse for a complex interface or presentation. Good software does the hard work behind the scenes and creates a presentation your client can understand easily. Impact excels at making the complex simple—and Social Security Pro is the perfect example.
Patented User Interface
The interactive screen facilitates point-of-sale presentations on most devices—even your phone.
Play with variations and make quick adjustments to see the effect on total benefits.
See best strategy overall and best strategy for every age combination.
Total Benefits Intensity Grid
Benefits intensity grid makes it easy to determine if a slight adjustment in filing ages will make a significant difference, or just a little.
Benefits by Year
View monthly benefits in each year.
Professional Printed Presentation
The attractive printed presentation not only tells your client's personalized Social Security/Retirement story, but helps them remember the story.