To help advisors discuss the importance of Social Security claiming strategies with clients, a Social Security optimization feature is being added to Silver Financial Planner!
This new feature will allow advisors to explore five primary Social Security claiming strategies. New reports will compare the lifetime benefits of the available strategies, and the strategy selected by the advisor will be fully integrated into your clients’ retirement projections. The filing strategies will be included on the “What If?” for instant side-by-side comparisons illustrating the impact of Social Security filing actions on the overall success of clients’ retirement plans.
The Social Security claiming strategy feature is currently in beta testing. For a sneak peak of the new data entry and reports, check out the Social Security Visualizer™ user guide, made to help support the new feature.
Join the beta group and try out the latest version of Silver that includes Social Security strategies, by visiting Silver’s Social Security beta.
We are excited to be adding this new functionality. We look forward to announcing the release for both the desktop and online editions of Silver as soon as beta testing is complete.
