Savvy Social Security Planning Store

Savvy Social Security Planning for Boomers

Savvy Social Security Planning for Boomers: A client education program

Every day more Baby Boomers approach retirement and they want to know the ins and outs of Social Security. Become the expert your clients need with Savvy Social Security Planning for Boomers, a fully-supported, year-long program.

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Social Security Mastery Program

Social Security Mastery Program

Get the important insights and tools to help you help your clients make the best Social Security decisions possible when planning their retirement income strategy. No client presentations/seminars necessary!

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The Baby Boomer's Guide To Social Security

The Baby Boomer’s Guide to Social Security

This laminated 6-panel guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning.

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Send CPAs and strategic allies your custom copy of the Social Security Quick Reference Guide

No more digging around on the shelves or searching on the Internet for information like:

  • Estimated benefits for worker with maximum earnings
  • Adjusted for early or delayed claiming
  • Estimated PIAs for workers with maximum earnings
  • Social Security cost-of-living adjustments (COLAs)
  • Medicare Part B premiums
  • Maximum wages subject to Social Security tax
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IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Social Security Planning Program. Use of this material is subject to the Social Security Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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