Step 1: Your clients take the first step towards Maximizing Their Social Security! They answer a few basic questions to help us customize their Maximum Social Security StrategySM and they're on their way!
Step 2: Their Social Security Advisor will work with them to explore all of their Social Security claiming options and will help them Maximize their Social Security! Your clients now have a dedicated guide focused on them to help make these critical decisions. You as their advisor are welcome to join these calls.
Step 3: After a full analysis of ALL their claiming options, they'll receive their Maximum Social Security StrategySM tailored specifically for them and a personalized recommendation from their Social Security Advisor so they can start earning more! We can even file for their Social Security for them if desired.