The Platinum Claim with Confidence Package

The Platinum Claim with Confidence Package

The Platinum Claim with Confidence Package

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.

Annual price $4,495 Save $605 Annually
Per month $425
Monthly price $425

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
  • Your own ideal plan for claiming social security benefits in as little as 60 seconds.
  • Step-by-step instructions on how to best claim your spousal benefit to maximize your return.
  • Unlimited lifetime access to the customized reports generated for you and your spouse with no expiration.
  • 30-day money back guarantee
$250
Get Started
Basic: Claim with Confidence Calculator Package (6 Uses)

Basic: Claim with Confidence Calculator Package (6 Uses)

Good option for exploring solutions for your clients.
  • Six uses of the Claim with Confidence Calculator
  • Generate your clients' plans for claiming social security benefits in as little as 60 seconds.
  • Step-by-step instructions on how to best claim the spousal benefit to maximize their return.
  • Unlimited lifetime access to the customized reports generated for your clients with no expiration.
  • 30-day money back guarantee
$995
Get Started
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 uses of the Claim with Confidence calculator
  • Spend less time on social security and more time building your practice
  • You don’t need 18,000 questions answered - you need ONE go-to calculator in your practice
  • Take Advantage of my 2,500+ Financial Advisor Engagements
  • Have your clients’ Social Security reports done-for-you in minutes.
$140 /monthly
$1,495 /year
Get Started
The Platinum Claim with Confidence Package

The Platinum Claim with Confidence Package

Ultimate solution for financial advisors who are looking for a dedicated coach.
  • Everything in the Unlimited Claim with Confidence for Financial Advisors Package
  • 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.
  • 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).
$425 /monthly
$4,495 /year
Get Started
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Claim with Confidence Social Security

The Platinum Claim with Confidence Package

The Platinum Claim with Confidence Package

$425.00

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Regular price $4,495.00
Regular price $4,695.00 Sale price $4,495.00
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Monthly subscription

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.

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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