Impact and ClientFirst Team Up to Offer Financial Professionals the Tools Needed for Social Security Optimization, Education, and Training
An All-In-One Advisor Tool-Kit and Social Security App
APTOS, Calif., Sept. 10, 2013 /PRNewswire/ -- ClientFirst Financial now offers a complete package of Social Security software and advisor training and support satisfying the demand from advisors for visual, concise information that incorporates Social Security maximization into the bigger picture of their clients' financial retirement planning needs. The package consists of Impact's Social Security Explorer app and ClientFirst's Social Security canGROW Your Financial Practice Tool Kit (www.clientfirst.info).
"The smart decision of how and when to claim Social Security could be the difference of hundreds of thousands of dollars in lifetime retirement income benefits. Financial advisors who understand this market and have the right tools necessary will provide a valuable service to these soon-to-be retirees. Baby boomers expect their advisors to know the options available and be able to provide the best strategies." -- Frank Horath (founder) & Martha Shedden (Women's Social Security claiming Specialist) of ClientFirst
Impact Technologies Group, Inc. (Impact®), who have been in the financial software business over 32 years, released their first Social Security maximization app, Social Security Explorer in 2012 - its patented simple, visual display that performs the hundreds of calculations needed to optimize a client's Social Security decision in a matter of seconds while instantly showing the results on a grid that is immediately understood. The conversation between advisor and client is enhanced by the simplicity of exploring different claiming options with a simple point and click that instantly recalculates the lifetime income benefit amount. Impact's incorporation of Social Security Explorer results with its other retirement apps makes for seamless retirement planning.
ClientFirst released the Social Security canGROW Your Financial Practice Tool Kit in early 2012 which provides advisors with training, practice management tools, marketing knowledge and confidence to answer their clients' questions. The hard copy kit contains: 3 Social Security training DVDs, a CD of marketing and practice management files for advisors to brand and use in their community, and 3 Social Security reference publications including the eBook, How to Grow Your Financial Practice with Social Security Income Planning, by Frank Horath who says, "Our passion for sharing much needed information and our in-the-trenches advisor successes from our cloud membership tribe is what distinguishes ClientFirst."
Media Contact: Frank Horath
1-888-688-9080
[email protected]
SOURCE Impact Technologies Group, Inc.
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