Savvy Social Security Planning Software
Help clients understand their claiming options and show them the lifetime impact of the various claiming scenarios.
The Savvy Social Security Planning software will assist you in designing Social Security claiming scenarios for your clients. It gives the benefit estimate based on the age at which a client claims Social Security. Each scenario shows the benefit stream and cumulative benefits over the client’s life expectancy, allowing you to recommend a suitable claiming strategy for each client.
You can also generate PDF reports, an excellent client education resource—use them as a visual aid while talking your clients through complicated claiming scenarios.
Horsesmouth’s Savvy Social Security Planning software has been ranked #1 in advisor satisfaction for two years in a row.
Key features:
- Runs through all possible claiming scenarios for single and divorced individuals, married couples, widows, and families with minor or disabled adult children
- Shows detailed breakdown of lifetime benefits under each suggested scenario based on the life expectancies you enter
- Allows you to enter your own customized scenarios based on client preferences, while preventing invalid scenarios
- Incorporates cost-of-living adjustments
- Shows first-year survivor income
- Incorporates WEP and GPO
- Includes impressive, educational report for clients
- Includes tutorial videos for ten different family situations
Would you like to learn more? Sign up for a Desktop Demo of the program.