The Social Security Express module grants clients access to our powerful Social Security Optimization Module with a fraction of the data entry required in full client plans.
Step 1: Add Family Information
1
Client: Enter name, date of birth, planning horizon, and resident state for the client.
2
Co-client: The Co-client card, pre-filled by default, has the same fields except for the resident state. Click it to enter the second client’s info.
3
Add additional participants: To add more household members, click the blue 'Add Participant' button in the top right to include children, grandchildren, or others.
Step 2: Add basic information about you
1
Retirement: Start with the Retirement Age card to set the client's and co-client's retirement ages.
2
Salary: Enter Salary details.
3
Client and Co-client Social Security: Input the client’s Social Security info.
Step 3: Review
The Review tab features our Social Security Optimization module, which showcases the power of optimized withdrawal strategies to help maximize your client’s assets over time. With over 700 built-in filing strategies, it simplifies a complex process and helps you deliver more confident, data-driven recommendations.
Comparison Tab
The Comparison tab within the Social Security module tool allows you to directly compare any two filing strategies, and examine both the annual and cumulative income amounts. You can select the two filing strategies you wish to compare using the drop-down menus at the top right of the graph. By selecting the dropdown arrow at the top, you can switch to a cumulative cash flow comparison, which displays the break-even point between the selected filing dates.
Summary Tab
The Summary tab will show you the total lifetime income received for each filing strategy. Hover your mouse over the bar chart to see the total income for each individual strategy. The key metric to the right of the chart will highlight the cumulative total income for the Optimal strategy.
