Optimize your benefits with advice.

Get the Social Security Benefits You Deserve.

The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions. I can help you get the money you earned and are entitled to.
-Mike Smith

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Get Your RSSA Social Security Roadmap

Your Situation is Unique

Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.

Married

You may be able to collect up to one-half of your spouse’s benefits.

Disabled

You may qualify for Social Security Disability Insurance benefits.

Self-employed

You may decrease your payroll taxes and still receive maximum benefits.

Divorced

You may qualify to receive Social Security benefits from your ex-spouse.

Widowed

You may qualify to receive survivor benefits that are greater than your own.

Immigrant

If you are a lawful permanent resident, you may qualify for Social Security.

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Get the Most Out of Your Social Security Benefits

With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:

  • When is the best time to claim?
  • Can I get benefits from my ex?
  • What should I do if I'm self-employed?
  • Can my children get benefits?
  • What about dependents with disabilities
  • How will my pension impact my benefits?
  • And so much more...

At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.

Couple walking on the beach

About Mike Smith

Mike Smith entered the insurance business in 1993 as a marketing and broker service representative at The Brokerage Inc.  As President-Emeritus of The Brokerage, Mike has been instrumental in growing a leading National Marketing Organization focused on personalized service with a high level of support in marketing and technology. With 30 years of industry experience, Mike has fostered strong relationships with agency partners, carrier leaders, and political figures.  Mike has positioned The Brokerage to be a strong influencer in the life, health, and Medicare insurance industry.

Throughout his career, Mike has been recognized by his peers with numerous, prestigious accolades:

  • The Donna Carnall Career Achievement Award (Ft Worth AHU 2005)
  • The Hollis Roberson Award (Texas AHU 2015)
  • The NAIFA Dallas Advisor of the Year (2017)
  • The NAIFA-Dallas O.C. Jackson Hall of Fame Award (2021)
  • The National Association of Independent Life Brokerage Agencies “ID 20 Award” (NAILBA 2020)
  • And recently, the Janet Trautwein Spirit of Independence Award (NABIP) honoring the most courageous innovators, change-makers, trailblazers, visionaries, and leaders in the industry (Mar 2023)

Mike is currently serving as the Chairman of the NABIP Medicare FMO Advisory Council and is Co-Chair of the NABIP Long Term Care Insurance Advisory Group.

Mike is an active member of:

  • The National Association of Benefits and Insurance Professionals (NABIP)
    • Chairman of the NABIP Medicare Working Group (2019-2023)
    • Current Chairman of the NABIP FMO Advisory Council
    • Co-Chair of the NABIP Long Term Care Advisory Group
    • Past President of the NAHU Ft Worth chapter, 1997
  • The National Association of Insurance and Financial Advisors – Dallas (NAIFA-Dallas)
  • The National Association of Independent Life Brokerage Agencies (NAILBA)
  • The Brokers Health Insurance Network (BHINI President 2008-2009)
  • America’s Long Term Care Insurance Experts (AALTCI) Member of the Founding Board of Directors
  • SubCenters
  • The Marketing Alliance

Additional info on Mike Smith:

  • 1989 Mike earned his bachelor’s degree in Business Administration from The University of North Texas
  • 2003 Mike earned the Long-Term Care Professional designation
  • 2012 Mike earned the Small Group Specialist designation