Social Security Maximizer
One of the hottest topics in the financial industry right now is when to start taking Social Security.
Shows whether the client should start their Social Security at age 62, 66, or 70.
Shows the client if they delay their Social Security where their income comes from.
Show the effect value of social security on my estate value for my heirs.
Be a holistic planner by considering income and assets.
*For licensed financial professionals only.