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Last month the Trustees of the Social Security and Medicare trust funds released their annual report about the financial status of the programs. Watch this 30-minute Q&A on the report's findings and learn how advisors can use the report in their Social Security planning.

The Q&A also includes:

  • An overview the 2022 Social Security Trustees report
  • Discussion about potential legislation changes
  • Insights on how the report offers new opportunities for advisors



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"The details the Covisum tools provide give our clients – and me – peace of mind. We are able to give our clients the clearest picture possible about what lies ahead in their financial future."

"Covisum’s trilogy of tools (SmartRisk™, Tax Clarity® and Social Security Timing®) have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients."