Social Security Explorer

Build trust. Build value. Build wealth.

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."

Brian Singer

President, Singer Financial Group

Social Security Planning can be daunting.

  • There are 7 common filing strategies.
  • There are 81 age based filing combinations.
  • Which makes for 567 choices.
  • Worst of all, your financial planning software doesn't include Social Security planning.

That's where Social Security Explorer will help you.

  • It performs all 567 calculations—Every time you change an input.
  • It identifies the "best strategy" for receiving the maximum benefits.
  • Instantly.
  • All with an intuitive user interface.
  • So you can turn prospects into clients.

Start with Social Security,
End with annuities and insurance.

Use Social Security Explorer to show prospects they already own an “annuity”—Social Security. Then continue the planning process and show clients:

  • How additional annuity income can supplement Social Security income.
  • How “unneeded” Social Security could be redeployed as life insurance.

It all starts with Social Security Explorer.
Take a look, and explore no further.

sample screen shot

Show how $100,000s may be at stake

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.

Works on iPad!
Use your technology of choice; iPad, laptop,
big screen — it's your show!

Start Your 14 Day Free Trial Now

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.