Solution introduction

The entire community of financial professionals—financial planners, investment advisors, accountants, lawyers, bankers, insurance agents—are buying Maximize My Social Security for use with their clients

The program is accurate and comprehensive—addressing the most important details that free calculators can’t manage and competitive software doesn’t

All possible filing strategies

All major benefits

All major rules and provisions

Financial professionals love Maximize My Social Security because . . .

  • the software suggests safe ways to make their clients tens if not hundreds of thousands of dollars

  • 10,000 Baby Boomers are retiring every day and need to make Social Security benefit decisions

  • they trust its developer—Boston University Professor of Economics, Laurence Kotlikoff

  • they trust the glowing reviews by The Wall Street Journal, the New York Times, the Dallas Morning News and others

  • they can easily enter data, including copying and pasting clients' exact Social Security earnings history

  • they can make side-by-side comparisons between lifetime benefits from selected and maximized Social Security strategies

  • they can show their clients the software’s easy to understand recommendations and clear instructions about how and when to file

  • they have heard about our terrific customer support

  • they can run all their client profiles based on a single $250 annual license

  • they know that Maximize My Social Security will help them help grow their business

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