The Advisys library houses dozens of reports that help break down each different area of Social Security planning. Topics like; Who receives benefits and when, how work can affect benefits, the Social Security "Blackout" period or even government pension offsets all have their own educational content that can be used in presentations.

Client not ready to dive too deep? Advisys provides a 1-page Social Security

break-even calculator that takes just seconds to generate and provides a visual to help clients understand how a seemingly simple decision like when to take Social Security benefits can make a huge difference in the overall amount of benefit they receive lifetime.

Our Social Security needs analysis module can quickly compare up to 3 different filing scenarios and identify the optimal filing strategy for any client or prospect. You can use this module to illustrate Social Security on it's own or you can choose to incorporate benefits into a retirement savings or life insurance plan.

Each Advisys presentation can be as simple or as detailed as needed to suit the client or prospects individual preferences. You can easily add an agenda, recommendations or other relevant educational content to help build trust and rapport when meeting face to face.