What is imaximize?

imaximize is the first step in retirement confidence.

Connects with SSA.gov

imaximize can assist users in pulling their information directly from the SSA.gov, reducing errors and improving results.

Dial in precise details

With an SSA.gov account and by answering as few as two simple questions, a user can quickly generate a detailed, step-by-step Social Security strategy that tells them the optimal date to begin claiming benefits.

Multiple paths in minimal time

From exact life expectancy to COLA assumptions, we give users full control over even the smallest details. Utilizing more than 100,000 data points, the comprehensive reports we generate have unparalleled accuracy.

iPad with imaximize

74% TAKE SOCIAL SECURITY EARLY, MISSING OUT ON THE FULL BENEFITS THEY HAVE EARNED

imaximize is here to help educate your employees about the optimal time to take Social Security and how their benefits fit into the larger picture of retirement.

Why imaximize

 

Integrates Where you need it

imaximize streamlines integration of Social Security strategy education into your institution's current retirement education programs.

Customizable

We provide your employees with the tools they need to plan their ideal retirement. The imaximize calculator can be customized for your own brand and application. You can integrate imaximize as a plug-in for your institution’s retirement tool or use it as a stand-alone strategy planner.

A-To-Z SUPPORT

From the first stage of integration to ongoing employee education, we are here to support your institution and employees. Our support staff is here to help you integrate imaximize into your larger retirement offerings, as well as answer all your questions.

78% of Americans surveyed about Social Security received a grade of "C" or below and half received a grade of "D" or below.

2010 study by Matthew Greenwald and Associates on “What People Know About Social Security".

REGULATORS VALUE Social Security Education

 

DOL INTERPRETIVE BULLETIN 96-1

Under IB 96-1, an employer and provider can provide interactive education to employees under an ERISA safe harbor that prevents it from being classified as investment advice.

INTERACTIVE EDUCATION FOCUSED

imaximize is designed to educate employees on how their benefits are calculated, find potential errors in their earnings history, and optimally collect Social Security benefits in an easy and interactive way.

COMPUTER MODELS

The DOL Rule 408g exempts employers and providers from being considered investment advisors if arrangements are delivered to employees via a certified computer model.

QUALIFIED EXPENSE

Computer models certified by and independent third party are considered a qualified expense under DOL Rule 408b.

Did you know that 85% of large financial institutions lack a comprehensive Social Security strategy tool?

We are that missing tool.

API Integration and Technology

imaximize works with existing infrastructure.

RESTful API

Our RESTful API can easily integrate into your existing website, software application, or mobile app. The API is well documented and easy to interact with, making integration with existing applications a breeze.

Secure

All user data is encrypted using an AES bank-level 256-bit symmetric-key cipher. We continuously update and improve our security, and monitor for intrusion attempts.

Cloud

imaximize is built on a modern, scalable, cloud-based infrastructure to ensure access from any location with a 99.65% uptime guarantee.

Integration Support

Our technical support team is always on hand to help integrate imaximize into your current infrastructure.

81% of future retirees say they would change advisors if they didn't get help maximizing benefits

With imaximize, our primary goal is to assist your employees in maximizing their Social Security benefits.

Take a quick tour and see how easy imaximize is to use.

 

Less uncertainty
Maximized retirement

What is imaximize?
Try a Demo

Give us a call at 1-800-985-4629.