Savvy Social Security Planning Store
Savvy Social Security Planning for Boomers: A client education program
Every day more Baby Boomers approach retirement and they want to know the ins and outs of Social Security. Become the expert your clients need with Savvy Social Security Planning for Boomers, a fully-supported, year-long program.
Social Security Mastery Program
Get the important insights and tools to help you help your clients make the best Social Security decisions possible when planning their retirement income strategy. No client presentations/seminars necessary!
The Baby Boomer’s Guide to Social Security
This 6-panel guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning.
Send CPAs and strategic allies your custom copy of the Social Security Quick Reference Guide
No more digging around on the shelves or searching on the Internet for information like:
- Estimated benefits for worker with maximum earnings
- Adjusted for early or delayed claiming
- Estimated PIAs for workers with maximum earnings
- Social Security cost-of-living adjustments (COLAs)
- Medicare Part B premiums
- Maximum wages subject to Social Security tax