The following are some of the most frequently asked questions about Unlimited Access to Claim with Confidence for Financial Advisors Subscriptions. We hope this information is helpful to you when considering subscribing, or before contacting customer support.

What is included in Claim with Confidence for Financial Advisors?

With Unlimited Access to Claim with Confidence for Financial Advisors, you'll receive:

1. Access to the Claim with Confidence Social Security Calculator.
   
2. Ability to run an unlimited number of reports for your clients and prospects.
3. Brian's personal Seminar/Webinar Presentations. Battle-tested seminar and webinar presentations that attract wealthy prospects 
4. Done-for-You FAQ Resources. Pre-written answers to the most common questions from clients and prospects. Answer 90% of more of these questions in an instant without running exhaustive research. 
5. Training Materials. Step-by-step videos and guides to help you use and maximize every resource, as well as how to best present the information and output in a way that clients appreciate and enjoy. 
6. Access to Exclusive Subscriber-only Facebook Group, where Brian will answer your questions and invite you to exclusive virtual gatherings for subscribers. 

Do you offer only annual subscriptions?

Yes. At this time, Unlimited Access to Claim with Confidence for Financial Advisors is only available via an annual subscription.

Do you offer multi-user discounts for teams or larger firms?

Yes. We offer a great teams plan. Discounts are offered depending on the volume. Please contact hello@claimwithconfidence.com for more information.

What does your yearly subscription cost?

Unlimited Access to Claim with Confidence for Financial Advisors is $1,495, billed once annually. This is our standard pricing, unless specifically marked otherwise. Click here to get access:

https://claimwithconfidence.com/products/unlimited-claim-with-confidence-access-for-financial-advisors-standard-pricing

What are the terms of the subscription?  

More information on the Terms of Service of the Claim with Confidence Calculator and system are found here:

https://claimwithconfidence.com/policies/terms-of-service

What is calculatemybenefits.com?

caclulatemybenefits.com is where our Claim with Confidence Calculator is hosted. This website is ours, and where you will access the Claim with Confidence Calculator if you are a subscribed, paid customer. This website is safe and ready to use.

Does my subscription auto-renew?  

By default, yes, your subscription to Unlimited Access to Claim with Confidence for Financial Advisors will renew annually. However, you can change this at any time.

Will the subscription price ever increase?

For individual users, no. As long as you remain a paid subscriber and have no lapses in your subscription or payment processing issues on your account, you will retain the same pricing as when you originally signed up, for life.

What if you want to cancel prior to renewal?

You can cancel anytime before renewal; access continues through the paid year and then stops at the next renewal date.

Please note that refunds are only available in the first 30 days after you subscribe. 

Do you offer refunds?

Yes, within the first 30 days of any subscription only. For more information on our refund policy, go here:

https://claimwithconfidence.com/policies/refund-policy

Do you have any discounts or promotions?

Periodically we run promotions on specific products or subscriptions. Ensure you subscribe to our email list to be among the first to find out.

Do you offer a free trial?

Please contact hello@claimwithconfidence.com for more information.

Do you offer a free demo of the Claim with Confidence Calculator?

Please contact hello@claimwithconfidence.com for more information.

I've already subscribed or paid. How do I get access?

Access will be sent to the email address used during checkout. If you have your username and password, you can login here:

https://calculatemybenefits.com/

If you need login assistance, please email help@claimwithconfidence.com for customer support.