Blog | Social Security (10)

In The News

Help — I need somebody!

on December 13, 2016 | By Katie Godbout, Vice President of Sales & Marketing

The Covisum support team is here for you, when “not just anybody” will do. One of our founding principles is to provide awesome support for our subscribers. One way we do that is through our expert support team. As experts in our software programs and the complex rules our software helps navigate, you can count on us when you’re stuck.

Read

In The News

Dead or alive?: Social Security planning a year after Bipartisan Budget Act

on December 13, 2016 | By Katie Godbout, Vice President of Sales & Marketing

The reports of the death of Social Security planning have been greatly exaggerated. A year after its passage, we look at how the legislation’s elimination of two key Social Security claiming strategies has impacted clients and financial advisors.

Read

In The News

Is 'fiduciary' a mindset?

on November 17, 2016 | By Katie Godbout, Vice President of Sales & Marketing

There are 144 days until the Department of Labor Fiduciary Rule goes into effect. How will this new rule affect your business? How will it change the industry? What does it mean for Covisum® product subscribers and The Arrow Group members?

Read

Social Security

0.3% Social Security benefit increase starts in January 2017

on October 28, 2016 | By Katie Godbout, Vice President of Sales & Marketing

The Social Security Administration (SSA) announced on Tuesday, October 18, that for 2017 there will be a 0.3 percent increase to the monthly Social Security benefits for more than 60 million recipients.

Read

In The News

The Arrow Group rallies in Reno

on October 27, 2016 | By Katie Godbout, Vice President of Sales & Marketing

Financial advisors from across the country gathered in Reno, Nevada, Oct. 20 and 21 at Atlantis Casino Resort and Spa. The summit featured intensive training sessions on the next generation of Covisum™ tools and how to add quantifiable value to client lives, ultimately growing The Arrow Group member’s businesses.

Read

Social Security

Timing one spouse's benefit when the other already claimed

on September 28, 2016 | By Katie Godbout, Vice President of Sales & Marketing

A subscriber called our support team and asked this claiming question for his client. I have a client, Jim, who is 62 years old. His wife, Kim, is five years older and already collecting, having elected at age 62. Can he file now and have his wife apply for the spousal benefit? Her benefit is $425 a month, and his benefit at age 62 would be $1,706 and at 66 would be $2,265.

Read

Social Security

What's new in SST

on July 18, 2016 | By Katie Godbout, Vice President of Sales & Marketing

A subscription to Social Security Timing® gives you access to our industry-leading, patented software and our team of Social Security experts

Read

In The News

Setting up your advisor profile

on June 22, 2016 | By Katie Godbout, Vice President of Sales & Marketing

Setting up your advisor profile A subscription to Social Security Timing® also gives you access to marketing materials to help you spread the word about your services and expertise. We intentionally leave them off until you activate them because so many of our subscribers are registered reps and need approval for any online marketing activities. If you are a registered rep, be sure to check with your broker dealer before turning these features on.

Read

Social Security

Considerations for Employees on the Government Pension Offset

on June 17, 2016 | By Joe Elsasser, CFP®, Founder and President of Covisum

When I spoke about Social Security planning at the NTSAA 403(b) Advisor Summit in Las Vegas, much of the discussion centered on the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) in Social Security. If you’re an advisor who works with teachers, police officers, firefighters, government employees or the spouses of those workers, you need to be aware of these provisions and how they affect your clients.

Read

Covisum Blog

Financial industry news, expert insights and best practices to help you grow your financial planning practice.

Covisum’s ecosystem of solutions can help you grow.

Stay Connected