The Platinum Claim with Confidence Package

The Platinum Claim with Confidence Package

The Platinum Claim with Confidence Package

$425 /month
Save $605 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.

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Choose Your Plan

Select the perfect option for your needs

One Claim with Confidence Calculator Analysis

One Claim with Confidence Calculator Analysis

Perfect for getting started
  • Single use of the Claim with Confidence Calculator.
  • Show your clients and prospects the best age to claim their Social Security benefits in 60 seconds.
  • Make sure your clients and prospects are made aware of all their claiming options and get all of the benefits they are entitled to.
  • Provide your clients and prospects with simple step-by-step instructions on how to maximize their Survivor Benefit and Spousal Benefit.
  • Run customized reports for your clients and prospects with them claiming at any age between 62 - 70.
$250
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Basic: Claim with Confidence Calculator Package (6 Uses)

Basic: Claim with Confidence Calculator Package (6 Uses)

Good option for exploring solutions for your clients.
  • Use our Claim With Confidence Calculator a total of 6 times.
  • Get all the same benefits from our One-Time Use option.
  • Only pay $995 to use our Claim With Confidence Calculator 6 times, a savings of $505 ($250 x 6 + $1,500).
  • Unlimited lifetime access to the customized reports generated for your clients with no expiration.
  • 30 Day Money Back Guarantee.
$995
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BEST VALUE
Unlimited Claim with Confidence Access for Financial Advisors

Unlimited Claim with Confidence Access for Financial Advisors

Most popular choice for Financial Advisors
  • Unlimited Access to all the resources in our Claim With Confidence System.
  • Use our Claim With Confidence System to attract wealthy prospects, turn them into your wealthy clients and dramatically grow your business and your income.
  • Use our simple 3 - Step process to quickly and cost effectively grow your business and your income.
  • Unlimited use of our Claim With Confidence Calculator to advise your clients and prospects on the best age to claim their benefits.
  • Get access to the answers to your client's and prospect's most frequently asked Social Security questions.
$140 /monthly
$1,495 /year
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The Platinum Claim with Confidence Package

The Platinum Claim with Confidence Package

Ultimate solution for financial advisors who are looking for a dedicated coach.
  • Get everything in the Unlimited Claim With Confidence for Financial Advisors package, PLUS
  • 4 Personal live Webinars Presentations or Virtual 1 - on - client or prospect meetings conducted by Social Security author and expert, Brian Doherty (max 1 per quarter).
  • Access to bi-weekly group coaching sessions hosted by Social Security author and expert, Brian Doherty.
  • 30-Day Money Back Guarantee.
$425 /monthly
$4,495 /year
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