The summer release of TOTAL adds new features and updates to improve your planning experience! This blog post focuses on the new feature to explore Social Security Strategies available to your clients. A second blog post focuses on the improvements to the report visuals including the graphs, cover, dividers and illustrations.
To help you discuss Social Security claiming options with your clients, a new Social Security strategies feature has been added to TOTAL. The Social Security strategies feature explores Social Security claiming strategies available to your clients.
The new reports establish strategy claiming actions, evaluate claiming age income vs expenses, and present the potential income per strategy over time including break-even points. The selected strategy is fully integrated into your clients’ retirement projection.
• DEMONSTRATE STRATEGY CLAIMING OPTIONS • ESTABLISH CLAIMING ACTIONS • EVALUATE CLAIMING AGE INCOME & EXPENSE • COMPARE INCOME OVER TIME •
The updated Social Security data entry and new reports featuring Social Security strategies are presented below for a quick review.
Learn more about the new feature by reviewing the Social Security Strategies Guide.
The guide walks through the changes to the Social Security data entry, the new reports, and answers frequently asked questions about the Social Security feature.
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.
