Social Security Pro
Social Security Answers your Clients Can Understand
An easy-to-use and highly interactive Social Security maximization tool for financial advisors.
Sophisticated Calculations Behind the Scenes—Clear Results Front and Center
Social Security Pro is backed by 40 years of 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. PlanFacts 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.
Interactive Sliders
Play with variations and make quick adjustments to see the effect on total benefits.
Total Benefits Intensity Grid
Determine if a slight adjustment in filing ages will make a significant difference, or just a little.
View Benefits by Year
View monthly benefits in each year.
Compare Strategies
See best strategy overall and best strategy for every age combination.
Professional Presentation
Keeps clients engaged, and clearly explains and compares filing options.
Extensively Researched Patented User Interface
There’s never been a simpler way to apply the thousands of Social Security rules to your client’s goals. The user interface is so easy to use that we recommend you turn it over to your client. Let them select benefit start age combinations (just click or touch a square in the grid) and they can see for themselves how the choices they make interact to affect their lifetime benefits. Research has proven that the more involved your prospect is in the decision making process, the more committed they are to the final decision. The easy interactivity of Social Security Pro is the ultimate in prospect engagement.
Touch or click on a start age combination in the interactive grid.
Use the sliders to change assumptions.
With every change of a slider or grid selection, hundreds of calculations are made as the thousands of Social Security rules are applied to compare options, suggest the best filing strategy, and show the lifetime difference.
Keep clients engaged with a professionally designed printed presentation
Social Security Pro’s printed presentation clearly explains and compares filing options. Carefully researched graphs and charts guide your client through options. The professional design keeps your clients engaged and enhances your professionalism.
Social Security Pro includes a robust detailed Action Plan. Clients are guided through the filing steps. They will know what actions to take, when to do it, and why. The complexity of various filing methods are reduced to a series of steps arranged by date. Clients can just check them off when done and they’ll know when the next action should be taken.
Good design makes a positive impression, even if your client’s don’t understand design as professional designers do. Your clients are much more likely to actually read it, understand it, and act on it. There’s so much more we could say, but nothing beats trying it out for yourself.
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Social Security Pro*
Monthly SubscriptionSocial Security Pro*
Annual SubscriptionThis product is included in the Retirement Income Bundle and Ultimate Bundle subscriptions. View Bundle Pricing
