BlackRock Social Security Benefits Estimator
Use our patent-pending tool to run various collection strategies for your married clients to see which strategy results in the greatest combined lifetime benefits.
- Assess the combined Social Security benefits of married couples including spousal and survivor benefits.
- Customize calculations based on estimated Social Security benefits, government pensions, cost-of-living adjustments and investment returns.
- Generate client-approved reports illustrating four collection strategies and an optional custom strategy with up to four longevity assumptions.
By understanding their personal vision, clients will better be able to define concrete goals for their future.