by Carolyn Rothwell on July 22, 2015

Learn More about Silver's Social Security Visualizer™


To help advisors discuss the importance of Social Security claiming strategies with clients, a new Social Security VisualizerTM feature is available in SilverThis new feature evaluates the results of over three hundred possible claiming combinations unique to each couples’ situation. Five of the most likely benefit claiming choices are shown, including a sixth mathematically optimal choice based on the client information and planning assumptions used. The educational text, example benefit numbers, and comparison graphs provide the basis for an informed discussion of the reason and benefits for each claiming strategy.

Watch a short  introduction, then view the training video and guide explaining the new Social Security Visualizer in Silver Financial Planner to learn more and jump start your ability to take advantage of this helpful feature.

 

1.5 minute introduction to Silver's Social Security Visualizer: 

 

10 minute training video on Silver's Social Security Visualizer: 

 

PDF training guide for the Social Security Visualizer data entry and reports:

SSVisualizerTraingGuide

 If you have any questions about Silver Financial Planner and the latest Social Security Visualizer feature, contact our support team for assistance 877.421.9815. 

 

Open the desktop edition by clicking the Silver icon on your desktop or login to the online edition to start exporing Social Security strategies.

Login to Silver Online

 

If you are looking for an easy, effective financial planning solution, try Silver today.  Silver's intuitive navigation and clear reports allow you to spend more time with clients and less time creating plans. Instant, side-by-side scenario comparisons allow for rich client interaction.  

 

Start a 30-day trial of Silver Now

 

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Planner Guides

Check out our free informational guides for advisors including:
  • Fundamental Financial Planning Interview Guide 
  • Making the Most out of Planning Engagements
  • Social Security: Choices Opportunities, and Decisions
  • Understanding Medicare Fundamentals

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.