Social Security Claiming Toolkit + Private Strategy Session with Kwame
Instant download · 82 pages · 5 worksheets · 60-min 1:1 session · updated for 2026
The complete claiming toolkit — plus a private 60-minute session where Kwame walks through the Claim Smart System™ for your exact situation before you file.
Your claiming decision is permanent. One wrong year can cost $50,000+ over a lifetime. This bundle makes sure you decide with full information — not guesswork.
The toolkit covers every claiming scenario: single, married, divorced, widowed, and still-working retirees. The session applies it to your specific numbers, your household, and your life. You leave with a documented claiming strategy you understand and can act on.
Scheduling link for your 1:1 session with Kwame will be delivered by email immediately after purchase.
🎯 Bundle Value: $322 → Your Price: $247 · You save $75 · The toolkit + a 60-minute personal strategy session with Kwame
⚠ This decision cannot be undone.
The average American leaves $182,370 on the table by claiming Social Security at the wrong age — not because they didn't care, but because no one gave them a clear way to decide. Claiming just one year too early can cost $50,000+ over a lifetime. This bundle exists so that doesn't happen to you.
The Toolkit — Plus a 60-Minute One-on-One Consultation with Kwame
Not a webinar. Not a group call. A private, one-on-one session where Kwame reviews your specific numbers, your life situation, and your household — and helps you arrive at a claiming decision you can live with for the rest of your life.
You get the full toolkit immediately
Instant access to the 82-page Claim Smart System™, all 5 persona worksheets, Appendix A with 2026 numbers, and both cheat sheets. Begin working through your situation before your session.
You book your session at a time that works for you
A private scheduling link arrives in your email immediately after purchase. Sessions are held by video or phone — your choice. Book early — availability is limited.
You come with your numbers — Kwame walks you through the decision
Pull your benefit estimates from ssa.gov/myaccount. Bring your spouse's numbers if married. Kwame walks through the Claim Smart System™ for your exact situation — not generic advice.
You leave with a written claiming strategy
What age to claim, how to coordinate with a spouse, how to handle the earnings test if you're still working, and what to watch for as life changes. No more guessing.
This session is for people in situations like these:
"I'm 63 and still working part-time. I don't know if I should claim now or wait — or what happens to my benefit if I keep earning."
"My husband wants to claim at 62 but I'm not sure that's right for us. I want someone to walk us through the math together."
"I was divorced after 12 years. I think I qualify for something on my ex's record but I don't know how to figure out what — or when to file."
"I'm a widow. I know there's a survivor benefit and some kind of switching strategy but I don't understand how to use it."
"I want to understand my break-even, what happens to my spouse when I die, and whether delaying really makes sense for my health situation."
Everything in the Toolkit. Plus the Session.
Two products. One price. Designed to work together — the toolkit gives you the framework, the session gives you the certainty that you're applying it correctly to your life.
The Social Security Claiming Toolkit
82 pages. The 10-step Claim Smart System™. 7 deep chapters covering timing, maximization, spousal, divorce, survivor, and SSDI. 5 persona worksheets for single, married, divorced, widowed, and still-working retirees. 2026 Annual Numbers (Appendix A). SS and Medicare cheat sheets. Instant PDF download.
60-Minute 1:1 Strategy Session with Kwame
A private video or phone call where Kwame walks through the Claim Smart System™ for your exact situation — your benefit numbers, your household, your health picture, your spouse if applicable. He helps you arrive at a claiming age decision you understand and can defend. Session is recorded and sent to you within 24 hours.
Total Bundle Value: $322
The toolkit alone is $47. The 60-minute session alone is $275. Together: $247. You save $75.
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