By networking with Your SSA Rep, your clients will receive a reduced rate of up to 50% off for our services. This rate reduction is only obtainable through your financial planner's direct referral. The reduced cost is paid directly to Your SSA Rep, with no hidden costs or additional charges.

For clients: If you are a client of a financial planner and would like to receive the reduced rate, please do not contact Your SSA Rep directly; inquire directly with your financial planner.

Benefits of Partnering with Our SSA Experts

• Nationwide Network: Our nationwide service ensures that clients across the country, whether in urban or rural areas, can access top-quality SSA assistance at competitive rates.
• Ongoing Support for Financial Planners: By collaborating with us, you gain access to valuable resources designed to enhance your service offerings and client satisfaction.
◦ Customized Communication Toolkit: To help you seamlessly introduce our services, we can co-develop a suite of approved communication materials, including email templates and informational one-pagers tailored to your firm's brand and compliance needs.
◦ Direct Consulting: Consulting services are also provided directly to financial advisory firms on a case-by-case basis and are billed separately.

Our Commitment to an Independent and Conflict-Free Partnership

Your SSA Rep is committed to providing completely independent and transparent work.

• SSA Entitlement Only: All counsel provided to your referred clients is restricted to SSA entitlement. No financial advisement is provided outside of benefit entitlement options, ensuring our goal remains focused on your clients' most advantageous return on their SSA investment.
• No Personal Investments: To maintain a strict conflict-free environment, Your SSA Rep makes no personal investments with any financial planner in our network, ensuring we provide unbiased services at all times.
• Non-Bias in Networking: We do not recommend or steer clients toward any specific financial planners. The choice of financial advisor is always left to the client.

Your Clients’ Privacy is Our Priority

We know how important client confidentiality is to your practice and are committed to the highest standards of privacy and security.

• PII Protection: Your clients’ personal identification information (PII) is never shared or sold. Any PII is used strictly to provide the requested services, and you can be assured their information is protected.
• Secure Referral Protocol: We work with each financial planner to establish a confidential and secure referral process. Whether through encrypted email or a dedicated secure portal, we ensure your clients' Personally Identifiable Information (PII) is protected from the moment of referral.
• Formal Confidentiality Agreements: We understand that privacy is paramount. To formalize this commitment, we are happy to sign non-disclosure agreements (NDAs) to reassure you of our commitment to confidentiality and security.

Let's Connect: Form Your Partnership Today

We’re eager to collaborate with you to help your clients achieve the best possible entitlement and SSA filing experience, with privacy and security at the forefront of everything we do.

1. Reach Out: Connect with us directly via the LinkedIn link below to discuss how our outsourced Social Security planning partnership can benefit you and your clients. To ensure your privacy, all connections are kept private.
2. Agree to Terms: Once we’re aligned, we’ll formalize our collaboration with a simple agreement that outlines the terms of the referral process, confidentiality, and service levels. You can then start referring clients to our team, who will provide them with top-quality service.