Securities America, one of the largest B/D firms has also approved the use of Social Security Maximizer™ for all of its reps. Reps working with Securities America can find the compliance review information on Securities America’s reps website.
Monthly Archives: August 2014
Plan Adviser Magazine: GoWealthPro Expands Social Security Tool Suite
GoWealthPro Corp, a financial planning technology company, has updated and expanded its suite of digital Social Security planning tools for financial advisers. —
By Matthew Miselis
Click here to read the entire article at Plan Adviser magazine website.
GoWealthPro launches Social Security Checkup tool for consumer education and upgrades the Social Security Maximizer™ for advisors
GoWealthPro has launched an advisor branded Social Security Checkup tool that advisors can put on their websites for consumer education/client acquisition. This tool gives consumers a high level benefits estimate and retirement expense coverage picture. It also captures the Social Security planning data that automatically flows into our in-depth Social Security planning software (Social Security Maximizer™).
GoWealthPro has also upgraded the Social Security Maximizer™ software that thousands of advisors use. The latest upgrade allows planning for all possible situations, including government pensions, lump-sum benefits, and children’s benefits. Here’s a link to the official press release.