It’s no secret that the world is in a constant state of change. Many clients are asking, “Will Social Security exist when I retire?”
It’s easy to understand why this comes up so much. Millions of retirees depend on Social Security benefits to live. As a financial advisor, you need to help your clients make smart financial decisions based on reason — not fear.
Download our eBook to learn more about the ever-changing retirement income landscape, and discover how to demonstrate your Social Security expertise to your clients.
"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."
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