Introducing Social Security Analysis Tools, a single-point training and marketing program that gives you everything you need to maximize Social Security retirement benefits for your clients.

The Opportunity
Many of your clients and prospects are entitled to additional Social Security retirement benefits. But they don't know it. The system is so intricate, so involved, that even some Social Security staff has difficulty fully explaining it!

The Solution
This program gives you everything you need to allow your agents and advisors to explain options and assist clients with choosing the most financially advantageous choices offered by the Social Security Administration (SSA). This information can then be used as data entry in our retirement income analysis program, Kugler Social Security Analyzer.

The estimated SSA benefit used in most retirement analysis programs is based on an estimate of a prototypical situation. Our process provides a client specific-recommendation based on maximizing the choices offered by the SSA. This information can then be used to illustrate the most favorable retirement options.

Kugler Cases -- nearly 60 cases dealing with different Social Security scenarios. Each includes Pertinent Information, Goals and Objectives, Proposed Arrangement and Results and Benefits - perfect for training your team AND clear, results-focused presentations with clients and prospects. View a FREE sample case View the case titles

Powerpoint Presentations -- that include expanded versions of the cases and the calculations used to present benefits.

Kugler Social Security Analyzer -- an Excel-based program that helps you custom-determine which options are best for your clients financial interests and then present the results to them clearly.

Customizable Marketing Materials -- pre-approach letters, direct mail, suggested telephone approaches, sales scripts, SSA guidelines, data gathering and SSA worksheets, a seminar marketing guide and more.

Much More -- Facilitator's Guide, Tutorials & Webcasts to ensure program success and engagement and CE exams!

Call us today at 973-716-7533 to discuss your organization's unique needs.