How do we make Social Security make sense?
Social Security is one of the most important parts of our retirement plan. Deciding when to claim is a complicated decision. The challenge is to take this complex topic of how to plan for Social Security and break it down into bite-sized, relevant pieces.
Build a simple interactive digital experience for the topic of Social Security income and impact of claiming. Educate users on what they need to know based on their unique needs instead of teaching a participant everything there is to know.
Since Social Security is part of people’s retirement plan. We have identified three main user groups for this interactive experience.
Age 50-59: Just thinking about it
Age 60-66: Getting serious about it
Age 66+: Qualify for Social Security so need to start making decisions
There are thousands of need states when choosing the right strategy to claim Social Security. Therefore personalization is needed to accommodate different need states. We have narrowed it down to four key factors that would ultimately lead to an educated claiming strategy.
What is your current age
What is your gender
What is your life expectancy
What is your current marital status
What is your household income
In order to communicate with client efficiently. I built fully interactive wireframe to demonstrate our approach