The Social Security Benefit Kit

Everything in the social security benefit kit

Get Your Optimal Social Security Claiming Strategies

Find the best ways to claim Social Security for your retirement with our Social Security Benefit Kit.

Buy the kit
41%

Social security benefits account for an average of 41% of retirement income.

Claim with Confidence.

Every dollar counts in retirement so don’t miss out on the ones you have already earned. 

What if you could narrow down the hundreds of options for claiming Social Security to the best options for you and your family? Our Social Security Benefit Kit will help you identify the top strategies based on your specific earning records with the Social Security Administration. It will also guide you to the right forms and processes to enact that strategy.  How you claim can help you earn or lose you up to $100,000 throughout your lifetime.

Claim with the Social Security Benefit Kit so that you have the tools to maximize your benefits.

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When should I have a plan?

It's important to know your strategy by age 60. Without a strategy after 60, you may miss out on benefits you could claim immediately with no downside. Make sure you have a plan by at least 60 to be confident you'll get the most from Social Security.

Buy the kit
60

The best time to have a plan is before age 60.

What’s in the Social Security Benefit Kit?

Personalized social security analysis and all the reports that come with it

Personalized Social Security Analysis

There are hundreds of claiming strategies, but we’ll show you the three that are the optimal fit for your situation. This includes exactly when to claim, what your benefits will be each month, and breakeven comparisons between the four optimal strategies.

Every Social Security Benefit Kit comes with four recommended Social Security claiming strategies that are personally tailored to you. Within two business days of submitting your information, your analysis will arrive in your inbox, prepared by our team of licensed financial planners.

Social Security and Claiming Strategies Lesson

Learn all you need to know about Social Security. We created an on-demand video lesson that covers the topics that you need to know before you claim. The lesson is taught by Nick Foulks who is regularly sought out by press and individuals alike to advise and educate on all aspects of retirement planning.

You'll learn:

  • What is Social Security and why does it matter to me?
  • How Social Security works.
  • How to access your full-retirement age benefit amounts.
  • How to optimize and get the most out of your benefits.
  • The important questions you need to answer before you start claiming social security.
  • Understanding the Taxation of Social Security.
  • How does Medicare impact my benefits?
The social security video lesson
A look at our social security guidebook

Social Security Guidebook

Use this downloadable PDF guidebook to fully plan out how you’ll claim your Social Security benefits. It comes complete with a questionnaire, forms, and a tutorial on setting up your Social Security account through ssa.gov. The guidebook will show you how to consolidate all the information, explain what forms are required for what actions, and prepare you for when you need to use it.

Pre-filing Checklist

This downloadable PDF pre-filing checklist is a step by step guide on how to prepare yourself for filing for Social Security. When it comes time to claim, you’ll be ready. 

What's in the pre-filing checklist

Reviews for the Social Security Benefit Kit:

With this kit, I feel much more confident about beginning the process of claiming. I don’t know how I would have gotten by without it!

—Paula Anne T.

This kit saved me time and money. Thank you.

—Leslie P.

I didn’t realize what I didn’t know until now. It’s crazy to think about finding all this information on my own!

—Paul M.

Get the Social Security Benefit Kit.

Kit

$99
$39
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Personalized Social Security analysis
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On-demand video lesson
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Social Security guidebook
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Pre-filing checkbook
buy now

Kit + Consultation

$199
$149
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Personalized Social Security analysis
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On-demand video lesson
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Social security guidebook
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Pre-filing checklist
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30-minute Zoom consultation with a licensed financial advisor
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FAQ:

How long will I have access to the Social Security Benefit Kit?

Buying the Social Security Benefit Kit once means that you’ll always have full access. This means that you can buy it once and have it forever.

Can I upgrade after I buy?

Yes! Once you buy the Social Security Benefit Kit you’ll always have the option of upgrading to the Kit + Consultation if you desire additional guidance.

What’s the time commitment?

This depends on how quickly you’re able to gather the information that you need to completely go through the Social Security Benefit Kit. Most can fill out the needed information within 20 minutes. The video is about 36 minutes, but the guidebook and checklist are both comprehensive and depend on the pace that you read it through.

What does the Social Security Benefit Kit cover?

The Social Security Benefit Kit goes over everything you will need to claim your Social Security. This includes creating an account on ssa.gov, gathering the info that you need, necessary forms and providing recommendations on the best way to claim Social Security.

Reviews for the Social Security Benefit Kit:

This kit made the process of claiming Social Security so much easier. Before, I was always worried if I had the right forms and if I was making the right choices. The kit made everything clear.

—George L.

I got so frustrated when I was trying to figure out different things about claiming that I was just going to hire someone to figure it out for me. Thankfully I found this kit. I was able to get a plan going for way cheaper than it would have cost to hire someone!

—Bill R.

Everything from the video to the reports to the guidebook and other resources were all professional and incredibly helpful. I’ve been thinking about how I would claim for a long time and this took all the burden off my shoulders.

—Marco N.

Get the Social Security Benefit Kit.

Kit

$99
$39
Check mark
Personalized Social Security analysis
Check mark
On-demand video lesson
Check mark
Social Security guidebook
Check mark
Pre-filing checkbook
buy now

Kit + Consultation

$199
$149
Check mark
Personalized Social Security analysis
Check mark
On-demand video lesson
Check mark
Social security guidebook
Check mark
Pre-filing checklist
Check mark
30-minute Zoom consultation with a licensed financial advisor
buy now