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Introducing Two New Flowcharts: Government Pension Offset & Windfall Elimination Provision

January 28, 2019
Resource Additions, Announcements

We are excited to make available two additional flowcharts to our Essentials and Deluxe members.  This brings the total number of flowcharts up to 29!

Will I Avoid The Social Security Windfall Elimination Provision?  Clients who expect to receive a Social Security benefit and a government pension may see their Social Security benefit reduced due to the Windfall Elimination Provision (WEP).  This flowchart covers the questions to ask a client to determine if they are subject to the WEP.  

Will I Avoid Social Security’s Government Pension Offset? Clients who are receiving a government pension AND a Social Security spousal, widow or widower’s benefit based on their spouse or ex-spouse’s work history may be impacted by the Government Pension Offset (GPO). This flowchart covers the questions to ask a client to determine if they are subject to the GPO.

What do you think of these two new flowcharts? Are there any decision points that should be added? Send me an email directly with any ideas or feedback.

 

White Labeling Is UPDATED!

Last year, we announced the launch of our Deluxe membership, which includes white labeling and digital rights to share the flowcharts online. And recently, we made some improvements to the white label functionality as a result of member feedback.   We’ve even made one of the flowcharts available for you to try the new white label functionality yourself.  

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
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— Tami C, an advisor in Colorado
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— Steve, an advisor in Ohio
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
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