Refund Policy

The Social Security Playbook (printed book)

Read it for 90 days. If it doesn't help you, contact us and we'll refund your shipping and handling. You can keep the book.

Digital guides and the Maximum Benefit Report

Full refund within 90 days of purchase, for any reason.

Retirement Insider

• Annual membership: full refund within 60 days of your first charge. After that, cancel any time to stop your next renewal.
• Monthly membership: cancel any time to stop future charges. If you forgot to cancel and contact us within 7 days of a charge, we'll refund that charge.

Lifetime Insider

Full refund within 60 days of purchase.

How to ask for a refund

Visit our Contact page with the email you used to order. A real person will handle it, usually within two business days.