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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.
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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