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![]() Michael J. Prestwich President Watch 60 Minute Live Webinar |
An Ideal Way to Build Trust Relationships | |
If you are a financial advisor who helps people plan for a secure retirement, then you are remiss if you ignore Social Security.
In fact, most financial experts agree that Social Security is the foundation of any sound retirement plan.
Why ImagiSOFT's Social Security calculator is ideal for financial advisors: |
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Build Trust Relationships and gain credibility by helping your client get the maximum payout from their Social Security plan. Discussing Social Security naturally leads to discussions about key retirement concepts such as when to retire, life expectancy, outliving your money, survivor benefits after death, risk tolerance, and more. Watch the 3 minute video to learn how. | |
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Easy to Understand language in 12 point type with a colorful graph. See the sample married couple and single person reports that are based on the Social Security statement. | |
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Easy to Use Only eight required input fields for single individuals (thirteen for married couples) which easily found on the Social Security statement. The slowest typist can enter the data in about five minutes. | |
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Web-based so you can run it on any internet-connected device on our Financial Calculators website. | |
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Updated for the 2016 Legislation changes | |
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No Legal, Tax, or Financial Advice Some software makes specific, "expert" recommendations that could be misconstrued as advice. |
We will email you a login name and password within 24 hours of your order. |
30 day money back guarantee.
Only $240.00 Annually Questions? Call Toll Free 877-510-4702 |
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Steve Savant interviews Michael Prestwich on May 22, 2013 on The Business Insurance Zone |
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"There's money left on the kitchen table of seniors. It's the greatest omission in retirement modeling and most financial advisors have yet to figure it out. And their lack of knowledge is costing their clients tens of thousands of dollars. Steve and Michael talk about the biggest entre into the senior market ever conceived: Social Security." |
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