by Advisor Controls | Jan 29, 2021 | Social Security Optimization
Set client marital status Social Security Pro is a multi-screen application. The first screen, when you start a new case, lets you select your client’s marital status so that the following screens display information specific to their status. Enter household...
by Advisor Controls | Jan 29, 2021 | Social Security Optimization
Using the interactive grid To begin using the interactive grid, enter your clients’ monthly benefit amount at full retirement age. (The grid will appear greyed out until this information is entered, because without it there are no benefit amounts to calculate...
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