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Savvy Social Security Planning
Horsesmouth membership program combining Social Security claiming software, client education and marketing for advisors
New York, NY, USPart of a larger companysavvysocialsecurity.comNot yet confirmed by the company
What it does
Savvy Social Security Planning is a year-long membership program from Horsesmouth for financial advisors who want to offer Social Security guidance. It bundles claiming software with training, client seminar material and marketing content.
The software runs through possible claiming scenarios for single, married, divorced and widowed clients and for families with minor or disabled adult children. It shows the benefit stream and cumulative lifetime benefits under each scenario based on the life expectancies entered, lets advisors build custom scenarios while blocking invalid ones, applies cost-of-living adjustments, and shows first-year survivor income. Output is a client-education PDF report. Members also get an advisor Q&A service, newsletters, client reprints, webinars and continuing-education material led by Elaine Floyd, CFP.
Horsesmouth, LLC is based at 230 Park Avenue in New York and runs sister programs for Medicare, IRA, tax, long-term care and college planning. Pricing is not published; demos are booked online.
Best for
- Serves
- RIAs, Broker-dealers
Features
- Social Security claiming scenario analysis
- Divorced, widowed and dependent-child cases
- Lifetime and survivor benefit breakdown
- Client education PDF reports
- Advisor Q&A and newsletters
- Client seminar and marketing materials
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
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