The following tutorials cover the basics of using Maximize My Social Security (MMSS) for Financial Advisors, so you can get the most out of the software.
Lesson 1: Navigation, Features, and Help
Covers the basics of finding your way around the app, the Account menu, and how to access Help features and contact customer support.
Lesson 2: Adding a Client
Learn some tips and tricks for adding a new client.
Lesson 3: Entering Adult Data
Learn all your options for entering and editing earnings information for adults
Lesson 4: Running Reports
All about setting up "what if" scenarios and running standard and comparison reports.
Lesson 5: Settings & Assumptions
Learn how you can set default assumptions for all clients, and override for specific clients.