A summer release of TOTAL is now available which includes new features and updates to improve your planning experience. To help discuss Social Security claiming options with clients, a new Social Security strategies feature is now in TOTAL. TOTAL’s Easy Money and Golden Years reports feature a new and improved look to enhance client presentations.
New Social Security Strategies
• DEMONSTRATE STRATEGY CLAIMING OPTIONS • ESTABLISH CLAIMING ACTIONS •
• EVALUATE CLAIMING AGE INCOME & EXPENSE • COMPARE INCOME OVERTIME •
• UPDATED COVER PAGE • DIVIDER PAGES • UPDATED GRAPHS • ILLUSTRATIONS •
If you have any questions about TOTAL and the newest Social Security feature or report updates, please do not hesitate to contact our support team for immediate assistance.
