Social Security Pro

The 4th generation of Social Security Explorer is now Social Security Pro! More functionality, more opportunity, more business.

Take advantage of one of the hottest topics of the day – Social Security – and help clients and prospects quickly see how benefit start ages and strategy affect lifetime Social Security income. Social Security Pro software demystifies the complexities of Social Security and helps you build your client pipeline.

Introducing Social Security Pro

Social Security Pro software for income planning

Extensively Researched, Patented User Interface

There’s never been a simpler way to apply the thousands of Social Security rules to your client’s goals.

  1. Touch or click on a start age combination in the interactive grid.
  2. Use the sliders to change assumptions.
  3. With every change of a slider or grid selection, hundreds of calculations are made as the thousands of Social Security rules are applied to compare options, suggest the best filing strategy, and show the lifetime difference.

Social Security Pro’s printed presentation clearly explains and compares filing options. Carefully researched graphs and charts guide your client through options. The professional design keeps your clients engaged and enhances your professionalism.

Sophisticated calculations behind the scenes solve complex calculations without confusion.

Social Security Pro is backed by Impact’s 33 years of experience in financial planning software. This software does the hard work behind the scenes and creates a presentation your client can understand easily.

Being able to show people how Social Security will fit into their overall retirement plans is a great way for financial planners and investment advisors to enhance seminar presentations and add value to your practice. By being able to show someone what their Social Security benefits may look like over a lifetime, you can use Social Security Pro to introduce clients to additional income products such as life insurance or annuities that can supplement their retirement income.

What sets Social Security Pro apart from other similar software? Social Security Pro analyzes all 7 Social Security strategies, 81 age combinations, and 567 sets of calculations, picks the best option and puts a star on it. The easy to use visual interface makes it a great door opener and a gateway for getting more clients at workshops, short courses and presenting to your Centers of Influence. Social Security Pro can provide a customized printed report for clients to take away and refer to after your meeting or presentation. It allows you to show people how Social Security will fit into their overall retirement planning, and gives you the ability to show people the numbers behind the recommendations. Social Security Pro includes options for showing information in graphs and ledgers and provides links to the SSA website, so you can tailor your presentation to the needs of your audience.

Social Security Pro is available with a monthly or annual subscription.

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The Social Security Pro software can be purchased individually or as a package with our Social Security canGROW Your Financial Practice Tool Kit™