Leading Social Security Software for Advisors Releases Premium Version
(firmenpresse) - LEAWOOD, KS -- (Marketwire) -- 04/10/12 -- Social Security Solutions, Inc., creators of the leading Social Security claiming software for financial professionals, recently announced a new release with more features and functionality.
The is based on more than three years of research conducted by company co-founders William Meyer and William Reichenstein. Their research has been published in the Journal of Financial Planning, including a new paper published in the April 2012 issue. Their book, Social Security Strategies: How to Optimize Retirement Benefits, is available on Amazon.com.
Previously recommended in Investment News, the has been validated by an independent consultant to have the most robust logic covering all client profiles -- married couples, singles, widow/widowers, and divorced. In addition, the tool works to maximize a couple's joint benefits even when one member of the couple has already begun benefits sub-optimally. Included in the software is an advanced strategies section that incorporates the earnings test and taxes on benefits -- features no other software offers.
The uses a few pieces of information provided by a client to recommend an optimal claiming strategy to maximize benefits in that particular situation. The tool allows input of custom strategies, comparison of strategies side-by-side, and can generate a branded client report based on the recommended strategy or a custom selection. In addition, the software is supported by educational webcasts for practitioners and a Social Security helpdesk.
"No other Social Security software is this powerful," stated company CEO and founder William Meyer. "Our software works with more client profiles, and we've built in the ability to see the impact of taxes and the earnings test on client benefits. No other tool leads to this quality of advice about Social Security and helps advisors integrate Social Security income planning into other planning services."
The is a subscription service and can be licensed at or by calling 866-762-7526, extension 19.
Headquartered in Leawood, KS, Social Security Solutions, Inc. () delivers advice and education about Social Security retirement benefit claiming strategies to consumers and practitioners. Social Security Solutions, Inc. leverages its expertise, research and technology to help clients determine the best strategy for collecting benefits in line with their overall retirement goals.
Contact
Robin Brewton
866-762-7526, extension 12
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Datum: 10.04.2012 - 16:00 Uhr
Sprache: Deutsch
News-ID 133526
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LEAWOOD, KS
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Commercial & Investment Banking
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