A tool prospects spend fifteen minutes inside — with your firm on it.
The Social Security analyzer prospects use to evaluate claim-age strategies. Co-branded with your firm name and logo. Embed it on your existing site. Identification ships with it, so the visitors who use it stop disappearing.
A tool prospects bookmark.
Your firm on it
Logo, colors, firm name. Prospects see your brand while they run their own claim-age scenarios.
Drop-in embed
One snippet of HTML. Works on WordPress, Squarespace, custom advisor sites, or anywhere you can paste markup.
Real SSA numbers
Calculation rules current to the year, with optimization across both spouses, file-and-suspend, restricted application, and survivor scenarios.
Mobile-first
Touch-friendly inputs, tap-to-edit, no zoom. Designed for the device pre-retirees are already on.
Identification included
Every visitor on a page with the analyzer is identified, up to 40% by name, email, and postal address.
Drip starts on use
Identified visitors who interact with the analyzer flow straight into your drip sequence.
Engaging enough to come back to.
A tool that returns specific numbers — not a ballpark, not a teaser, the actual cumulative benefit across both spouses by claim age, year by year. Prospects come back to it. Share it with their spouse. Each visit is another minute they spend on a page with your firm's name at the top.
Simple plans. No setup fees.
Pick the one that fits. 30-day money-back guarantee.
Prospect
For the advisor getting started
Growth
For the advisor ready to scale
Platinum
Tailored to your firm
Drop it in. Watch the prospects show up.
Sign up for the Starter plan, paste the embed snippet, and start identifying the visitors who use it.
30-day money-back guarantee.