How Advisys Answers Maximizing Social Security
Advisys software provides many ways to explain to clients or prospects the importance of understanding Social Security and the role it will play in their retirement. Our popular "Break-even Calculator" (previewed below) is just one great example of how Advisys provides effective ways to educate clients on important planning topics.
SOCIAL SECURITY
BREAK-EVEN
- This is 1 of 60+ simple financial calculators available to Advisys subscribers.
- This PDF deliverable can be customized and e-mailed in just seconds.
- Easily paired with other educational materials on Social Security found in Advisys.
Other ways Advisys can help answer
client questions about Social Security
Analyze how a clients desired benefit age will impact their overall financial plan with our Retirement Savings analysis.
Educate clients on the "Blackout" period and other ways Survivor benefits differ from retirement benefits.
Explain which portion of Social Security benefits are taxed and what clients need to do to prepare.
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