The mobile Social Security calculator — exclusively through Senior Market Sales, powered by Social Security Timing® — allows you to show a client or potential client in seconds what’s at stake for them when electing Social Security.
Step 1: Enter your email address to gain access to the calculator and create your account.
Step 2: Choose the prospect's status. (The software can calculate claiming strategies for couples or for single, widowed or divorced individuals.)
Step 3: Enter the prospect's birthday, estimated Social Security benefits at full retirement age and estimated expected life expectancy.
Step 4: Show the client what’s at stake: the difference between the worst claiming decision he or she could make and the best. (This is tangible value you can add as an advisor.)
Step 5: Show the prospect the detailed filing instructions for the recommended strategy.
Step 6: Save the calculation so that the new prospect's information is in your smartphone. The mobile calculator will sync with your office computer, so the prospect's information will be waiting for you back at the office.