How To Make the Most of Your Social Security Benefits

Katie Godbout, Director of Sales & Marketing
January 10, 2018
    

PlanStrongerTV™ hosted by David Holland, CPA, CFP® featured Joe Elsasser, CFP® 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 Social Security planning 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 of Social Security Timing:

  • 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

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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.