Social Security Pro Success Center
Everything You Need to be Successful with Social Security Pro.
Although this may be the easiest software tool you have ever used, you may have questions or want more information. Whether you are looking for help getting started, sales opportunities, where it fits in your sales process or a clarification of a calculation or assumption, the Success Center has your answers.
Articles
- Social Security Sells Annuities—Here’s How
- Social Security Explorer & Social Security Pro Feature Comparison
Guides
- Get More Clients with Social Security Lead Gen
- Add a ‘Back Office User’ to your PlanFacts account
- 3 Minute SSPro Walk-through
- SSPro Getting Started Guide
- Is your client divorced and not remarried?
- Calculation Guide: Social Security Pro
- Entering a WEP and GPO case in CFD or SSPro
- Assumptions Used in Social Security Pro
Help
- Personalize Your Printed Presentations
- Drag-and-Drop Case Importing
- The Government Pension Offset (GPO) Calculation Example
- SSPro Assumptions Information
- Entering a WEP and GPO case in CFD or SSPro
- How can I show my clients filing for their own benefits, and not for spousal benefits?
Case Studies
- SSPro Case Study: A Widow’s Options
- SSPro Case Study: Typical Pre-Retirement Couple
- SSPro Case Study: One Spouse Filed Already
- A Widow’s Options Case Study
- One Spouse Already Filed Case Study
Fact Finders
FAQ’s
- What are the system requirements for PlanFacts Tools?
- What is considered substantial earnings for Social Security calculations?
- What is the rate of return/discount rate for the Social Security inputs?
- Why is the survivor’s benefit higher than it should be?
- What amount should I enter for the deceased’s benefit amount?
- How to determine the monthly amount of non-covered pension?
- When someone is born between 1955 and 1959, the FRA and Birthday selection pop-up question appears. What is it and why do the benefit amounts appear to be the same sometimes?
- Why is the first year of the Social Security benefit in the ledger smaller than the years after?
- Spousal benefit calculation example (reduction)
- Is your client retiring early? Steps to help estimate their benefit amount.
Sample Presentations
- Sample case for couple who do not qualify to ‘file and restrict’
- SSPro Sample Presentation: Typical Pre-Retirement Couple
- SSPro Sample Presentation: A Widow’s Options
- SSPro Sample Presentation: One Spouse Already Filed
- A Widow’s Options
- One Spouse Already Filed
Helpful Links
- What is considered substantial earnings for Social Security calculations?
- SSA Calculator: Benefit Amount Estimator
- SSA Calculator: WEP Reduction
- SSA Chart: Early vs Late Filing
- SSA Actuarial Life Expectancy Table
- SSA Brochure: Retirement Benefits
- SSA Brochure: Survivors Benefits
- SSA Brochure: Working While Receiving
- SSA Brochure: Government Pension Offset
- SSA Brochure: Windfall Elimination Provision (WEP)