Social Security Timing is now easier to use than ever. We've deeply integrated the updated Social Security Timing into Covisum's portal. You can help optimize your clients' Social Security claiming strategy and increase their retirement value by up to $100,000. Accessing the software in the portal allows for deep integration with Covisum's Income InSight™ and SmartRisk® software. What else is new?
The common alternatives feature automatically creates the four most common alternatives for married couples:
Updated break-even chart.
The "what’s at stake feature" makes the difference between a good decision and a better decision obvious. Clients can clearly see the amount of Social Security you can help them access.
See the exact year and month the client should claim, and see the month, year and the amount that the client will receive when they pass the earnings test.
Your free trial includes the same access to our expert support team as our paying subscribers
Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.
Quick, accurate, easy Social Security strategy identification and comparison
View alternate Social Security strategies
Break-even chart to see which strategy produces the best result
Marketing tools, including a client-facing seminar, brochure, and direct mailer example
Access to awesome support, industry expertise and training
"Covisum’s tools 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. "