Solution introduction
Discover the optimal filing strategy and layers of income for your client’s unique retirement situation
More than just a Social Security optimizer
Compare filing strategies
Run multiple scenarios in real-time to show clients and prospects the impact of each strategy.
Visualize your client’s income layers
The Income Layers add-on illustrates how you’ll coordinate the optimal Social Security filing strategy with the rest of your client’s retirement income.
Fill income gaps
Show clients how you’ll coordinate their filing strategy with their detailed spending requirements, including how to fill income gaps in retirement.
Guide clients as they file
Run detailed, easy-to-read reports to share compliantly with clients.
