The new version includes features and interface improvements designed to make Social Security planning easier and more impactful. You still get the proven strategy engine, plus a first look at future-forward enhancements. With built-in analytics, side-by-side comparisons, and client-ready reports, it saves you time and elevates your value helping you lead smarter, more impactful retirement planning conversations. Plus, expert support is available whenever you need it.

We offer both! Our Customer Success team would be happy to show you how Social Security Timing works. Choose a time that fits your schedule and see the platform in action. Click here to schedule your live demo. Or, take a 10-day free trial of Social Security Timing. During your trial, you can quickly input client data, generate personalized, client-ready reports, and showcase alternative claiming strategies both on-screen and in downloadable PDFs. Plus, our Expert Support team is available to assist you with software guidance and Social Security expertise.

The 10-day free trial gives you full access to Social Security Timing® so you can explore all features, input client data, generate reports, and test strategies risk-free.

The paid subscription provides ongoing access to the platform, including unlimited client cases, regular updates, continued expert support, and access to additional resources like our field-tested PowerPoint presentation and script to help you attract new business. Subscribing ensures you have the tools and support to consistently deliver optimized Social Security strategies to your clients.

Absolutely. We’re actively collecting advisor feedback to ensure the platform evolves to meet your needs. We periodically survey our users and welcome calls to our live support team.

Your Social Security Timing subscription is licensed for individual use, as outlined in our End User License Agreement (EULA). To add additional advisors in your office, just visit the My Team page in the software. If you are looking for a large group or enterprise option, contact us at sales@covisum.com.

Yes! Our expert support team is here to help. Not just with software guidance, but also with Social Security rules and strategy questions. Whether you’re stuck on a scenario or need a second opinion, we’re just a call or email away. 

Contact us by phone 877-844-2713, email help@covisum.com or in-app chat!

Covisum® uses industry-standard encryption and secure servers to keep your clients’ data safe and confidential.

For due diligence, you can access our Data Security Statement, which answers common questions and includes documentation for your files.

Yes! We offer onboarding resources and live training to help new users get up and running quickly. From step-by-step guidance to personalized support, we’ll make sure you’re confident using Social Security Timing from day one.

Yes. Social Security Timing is regularly updated to reflect the latest rules and guidelines from the Social Security Administration. Our team closely monitors regulatory changes to ensure the strategies you create are accurate, compliant, and aligned with current Social Security Administration policies.