An Ideal Way to Build Trust Relationships

As a financial advisor dedicated to guiding clients towards a stable retirement, it's essential to include Social Security in your planning strategy. Widely recognized by financial experts as the cornerstone of retirement planning, Social Security plays a crucial role in ensuring a comprehensive and secure retirement plan.

Key Advantages of ImagiSOFT's Social Security Calculator for Financial Advisors:

• Enhance Client Trust and Credibility: By leveraging our Social Security calculator, you can assist clients in maximizing their Social Security benefits. This tool facilitates comprehensive discussions on vital retirement planning aspects such as optimal retirement age, life expectancy considerations, managing longevity risk, survivor benefits, and risk management strategies. Learn more about how to explain these concepts in our 3-minute video.
• Clarity and Insight: The calculator presents information in a user-friendly format, featuring easy-to-read 12-point font and informative, color-coded graphs. Review our detailed reports for both married and single scenarios, derived from a standard Social Security statement.
• Efficient and User-Friendly: The calculator is designed for efficiency, requiring minimal input — only 8 fields for single individuals and 13 fields for married couples, all readily available on a standard Social Security statement. Even the most cautious typist can input the necessary data in approximately five minutes.
• Objective Analysis Tool: Unlike some software that may provide specific recommendations potentially misconstrued as legal or financial advice, our tool focuses on delivering objective analysis without overstepping into the realms of legal, tax, or financial advisory.

Explore pricing options via the "Order" link at the top-right of this page. We offer a 30-day money-back guarantee. Questions? Click the turquoise button at the bottom right.