Resources

Individual User Report

The reports summarizes your inputs and tells you in plain English which benefits to collect, when to become entitled to them, and how to collect them.


Professional User Report

The reports summarizes your clients' inputs and explains in plain English which benefits to collect, when they become entitled to them, and how to collect them.


Basics: How our Product Works

Get a deeper understanding of the basic features of our easy-to-use program.


Getting Started is Easy
Web-based software. Works on ALL browsers. No download.
$40 Annual Household License
$250 Annual Financial Advisor License