How to make the most of your Social Security benefits

PlanStrongerTV™ hosted by David Holland, CPA, CFP® featured Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum in an episode titled, "How to Make the Most of Your Social Security Benefits." Watch it now.

 

 

Your clients may think that taking Social Security as early as possible is the right choice. Use Social Security Timing® to optimize their strategy and increase their retirement value by up to $100,000. Additionally, when you subscribe to the software you get an entire support team to help you answer Social Security and software questions. Take a 10-day free trial now. 

Core features

  • Quick, accurate, easy Social Security strategy identification and comparison
  • View alternate Social Security strategies 
  • Actionable reporting
  • Break-even chart that allows advisors to see which strategy produces the best result over all life expectancy combinations
  • Presentation tool
  • Client communication materials
  • Multiple client types

How do our clients benefit from Social Security Timing?

  • Acquire and retain clients – after the first new client, it pays for itself!
  • Showcase and market your expertise to clients
  • Gain insight into unseen opportunity to add dollars to a retirement plan
  • Move clients to action – they’ll be equipped with the right knowledge to make their next plan decision

What else do you get?

  • Instant client reports
  • Access to awesome support, industry expertise, and training
  • Proven marketing tools, including a client-facing seminar, brochure, and direct mailer example
  • IRA/SS timeline graphic to help communicate with your clients
  • Marketing calendar template to help keep you organized and growing
Get a 10-day free trial

This entry was posted in Claiming Strategies, Industry Advice, Social Security, Social Security Timing, Webcast, Social Security Benefits, Retirement Planning, video