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Unlimited Claim with Confidence Access for Financial Advisors

Unlimited Claim with Confidence Access for Financial Advisors

– Have your clients’ Social Security reports done-for-you in minutes.
– Take Advantage of my 2,500+ Financial Advisor Engagements
– You don’t need 18,000 questions answered - you need ONE go-to calculator in your practice
– Spend less time on social security and more time building your practice
– Financial Advisors who use my calculator watch their business explode!
Save by becoming an Annual Subscriber today!
$65.00

Auto-renews, skip or cancel anytime. View subscription policy

To add to cart, go to the product page and select a purchase option

Save yourself the headache and potential costly mistakes of tackling your clients' claims alone. After all, claiming their Social Security — and knowing when and how! — is one of the most important decisions a client can make in their lifetime. Unlimited Access means subscribers get MASSIVE savings and more versus purchasing individual reports for your clients.

Social Security doesn’t have to be complicated. With my Claim with Confidence Calculator, you can provide your clients with social security claiming strategies in just minutes. This isn't another workshop filled, it's a done-for-you calculator that simplifies your work. Impress your clients with instant, detailed reports, and watch your business grow. Don’t spend hours studying—spend only minutes using my calculator to impress your clients. Sign up now to see why financial advisors at the major financial firms love my Claim with Confidence social security calculator.

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An Incredible Opportunity for Financial Advisors

Flexible Options to Fit Your Practice

  • Claim with Confidence Basic

    $599.95/for 6 reports
    (SAVING $599.75 VS INDIVIDUAL REPORTS)

    Our reports are normally billed to you each time you run a Claim with Confidence report for your clients. Instead, bundle 6 reports and SAVE. Additional reports must be purchased once per client. Reports are regularly priced at $199.95/report.

    What's Included:

    • Lifetime access to each report you run.
    • Includes Spousal Benefit calculations.
    • Includes Survivor Benefit eligibility.
    • Step-by-step instructions for your clients on how to best claim their benefits to maximize your return.

  • Unlimited Claim with Confidence Access for Financial Advisors

    $695/year (SAVING 10% BY SUBSCRIBING ANNUALLY)

    Save yourself the headache and potential costly mistakes of tackling your clients' claims alone. After all, claiming their Social Security — and knowing when and how! — is one of the most important decisions a client can make in their lifetime. MASSIVE savings and more vs. running individual reports for your clients.

    What's Included:

    • Run Unlimited Reports within your subscription. This means you're saving money after running just 7 reports!
    • Get access to our constantly updated library of social security resources and information for more advanced questions from your clients.
    • White labelled marketing resources to help you when prospecting new clients.
    • No studying! Don't waste your time with long, extensive workshops or classes.
    • Exclusive support to help with you or your clients' needs with social security.
    • The only tool you need to advise clients on when to claim Social Security.

  • The Platinum Claim with Confidence Package

    $3,499/year (SAVING $401 BY SUBSCRIBING ANNUALLY)

    Perfect for Financial Advisors who want more support, more customized information, and who have a big book of business of clients who are nearing retirement and want more support from you as their advisor. $325/month if paid monthly. Save $400 if you pay annually. Compare at $4,695 for Brian's time plus the Unlimited Calculator package.

    What's Included:

    • 4 Personal Live Webinar Presentations or Virtual 1-on-1 client or prospect meetings with Social Security Expert Brian Doherty per quarter (max. 1 per quarter).
    • 1st Class priority support to help you with your clients' social security needs.
    • Save over 25% compared to Brian's normal presentation rate plus the Unlimited Calculator package cost.
    • Everything in the Unlimited Claim with Confidence for Financial Advisors Package

Why Wait?

Free calculators and resources that are included as add-ons to your existing tools are a liability - they're less accurate, less up-to-date, and much less thorough than my Claim with Confidence calculator, and they often take much more time to run a report for your clients. Make the best choice for your practice today, and take advantage of this special offer.