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.
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 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.