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Start Your Free 14-Day Trial of Social Security Pro
Social Security Pro empowers you to offer the best solutions for your clients, all without the complexity. Take control of Social Security planning and elevate your client relationships with Advisor Controls. Craft personalized strategies and provide clear, actionable recommendations in real time.
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Attract clients and grow your practice with our interactive platform that helps you optimize your clients’ Social Security strategies in an instant.
Social Security Pro (SSPRO) features an easy-to-use interface and is designed for quick, clear presentations that require no training, allowing advisors like you to generate client reports in under five minutes.
SSPRO enables you to determine the optimal ages and filing methods for your clients, ensuring maximum income while enjoying other key benefits, including:
- Sophisticated, in-depth Social Security calculations
- Interactive sliders and a benefits intensity grid
- Side-by-side strategy comparisons
- Detailed graphs and action plans
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