Social Security Strategies in 2017

Katie Godbout, Director of Sales & Marketing
January 4, 2017
    

JoeElsasser0Joe Elsasser, CFP® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on Financial-Planning.com in, "Social Security savviness still pays off."

From the article:

Elsasser thinks that Social Security remains a valuable specialty.

“I believe this is still a viable concentration area for advisers, particularly over the next four years, when confusion among consumers will be high and misinformation will be all over the place,” he says.

He developed Social Security Timing® software in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security software that would help his clients make the best decision about when to elect Social Security benefits.

Since its launch, Social Security Timing has grown exponentially, now serving over 20,000 financial advisors nationally.

Joe is a Certified Financial Planner® and still works with individual clients through his own Registered Investment Advisor firm. He also co-authored “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income” is a regular speaker at industry events and is frequently interviewed by trade and national media.

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Posted by Katie Godbout, Director of Sales & Marketing
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.