Find out why the SSAnalyzer has been touted by Investment News, the Wall Street Journal and many more…
We make it easy for you to be the expert
- Minimal inputs make complex analysis quick and effortless
- Our recommended claiming strategy opens the client discussion
- Step-by-step instructions make it easy for you to give expert advice
We ensure you’ll provide your clients quality advice
- Tested workflow facilitates collaborative client meetings
- Clients can compare results of different strategies side-by-side in real time
- Help clients explore in the level of detail appropriate to their situation
We go beyond the basics
- Explore the impact of future earnings and taxes
- See the results of a discount rate or anticipated COLAs
- Includes more than just Social Security
We’ve considered every situation
- Creates analyses for married, single, widowed, and divorced clients
- Can optimize when one has already started benefits
- Includes strategies for disability, family benefits, non-covered pensions, and more
We’ll make you look good
- Presentation-ready reports branded for your firm
- Personalized for each of your clients
- Your professional designations and disclosures added