What Employees Get
Personalized Plan
Multiple Scenarios
Speak to an Expert
Applications & Filing
Monitoring & Important Dates
Personalized Plan
A straightforward multi-page plan customized exclusively for employees that describes step-by-step how to Maximize their Social Security.
We don't just instruct employees; we educate them too! Their Maximum Social Security StrategySM is filled with valuable educational material.
Multiple Scenarios
Want to see different scenarios and Claiming Strategies? No problem! Our Advisors will work through the options with employees who can compare them side-by-side. Tons of educational content and visual guides provided for each situation.
Speak to an Expert
Ask questions and get expert answers! Our Social Security AdvisorSM will speak with employees about their situation and circumstances to make sure that they make the best decision possible. This is a critical financial decision and we'll make sure they get it right!
Applications & Filing
We're here to help! We want employees to be assured that they're getting it right.
Monitoring & Important Dates
Because Social Security Strategies often require future action (e.g., filing and suspending benefits, switching spousal benefits, delayed filings, etc.), we make the important dates clear for employees.
All this...why wait?
View All Pricing Plans