You can’t put the cart before the horse. You must build trust and value before you can help a client build wealth.
Social Security Explorer will help you do exactly that.
Social Security Explorer (SSE) was developed to fill a prospecting need: to fill the gap between one-dimensional calculators and analytical planning software: it merges the “art” of selling with the “science” of selling.
SSE can be used with any client and it shines as a prospecting tool. Use it to engage prospects in a conversation about something they already have and don’t have to be sold - Social Security. SSE allows you to show clients and prospects all of their potential Social Security retirement incomes at once, on your technology of choice, be it a tablet, laptop, or big screen.
From there, you can easily move forward in the planning process.
"Impact's Social Security Explorer has become a vital component in my financial practice. As a retirement lifestyle planner I feel it is imperative that my clients and I evaluate and compare the various Social Security strategies in order to optimize the SS election process and maximize total retirement income. This tool can help create an income portfolio windfall. In my opinion, you can’t do comprehensive retirement income planning without this tool."
President, Singer Financial Group
Use Social Security Explorer to show prospects they already own an “annuity”—Social Security. Then continue the planning process and show clients:
The Social Security Explorer grid is the “star” of the show.
It calculates the best strategy for each age combination.
It “stars” the best overall strategy.
It allows you and your prospect to explore the results of all age combinations by simply clicking or touching a square.
The results of the selected age combination and the “best strategy” overall are compared below the grid each time you select a new age combination.
You’ll be in good company
Social Security Explorer is used by advisors at many of the nation’s largest financial institutions.
Your Social Security Explorer subscription will be active for 14 days before your card is charged and you can cancel the payment anytime during your trial period.
Social Security Explorer™ is produced by Impact Technologies Group, Inc.— U.S. Patent No. D688,687. U.S. Patent Pending.