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.
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.
There are hundreds of claiming strategies, but we’ll show you the three that are the best fit for your specific situation. We run this analysis for you specifically. In addition, you’ll get a video to help you walk through and understand your in-depth Social Security analysis. The analysis and walkthrough video includes exactly when to claim, what your benefits will be each month, and breakeven comparisons between the three optimal strategies.
You won’t have to wonder if you’re claiming optimally. Within just two days of submitting your information, your analysis will arrive in your inbox, prepared by our team of licensed financial planners. When you join, you’ll have access to our online portal to submit your information for 12-months so make sure you get your analysis!
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:
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.
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.
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!
This kit saved me time and money. Thank you.
I didn’t realize what I didn’t know until now. It’s crazy to think about finding all this information on my own!
Kit
Kit + Consultation
Buying the Social Security Benefit Kit once means that you’ll have full access to everything in it for 12-months. That said, once you submit your information you’ll have access to your Personalized Social Security analysis forever.
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.
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.
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.
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.
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!
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.
Kit
Kit + Consultation
