How It Works
Three steps to a clear recommendation
Upload a Statement
Drop your client’s Social Security statement — XML, PDF, or a scanned image — and their earnings history is extracted automatically.
See Benefits at Every Age
The estimator computes monthly benefits, lifetime values, and break-even ages for all nine claiming ages from 62 to 70.
Share with Your Client
Download a PDF report or send a read-only link. Your client sees the numbers; you control the data.
Features
What's included
Easy Earning History Upload
Upload a client’s social security statement and we’ll extract earnings history in seconds. Review and edit before saving.
All Nine Claiming Ages
A bar chart shows estimated monthly benefits from 62 to 70, with lifetime value and break-even analysis.
Spousal Benefits
Link a spouse to see combined household benefits alongside individual estimates. Works with a linked client or a quick PIA entry.
Compliant Security
Uploaded statements are never stored, and client data is always protected. SSNs are never stored. Earnings are encrypted at rest. Every access is logged. Each firm’s data is isolated.