Add Measurable Value & Grow

Try Social Security Timing® for free for 10 days with no obligation. No credit card required.

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?

  • Cleaner interface
  • Better user experience
  • Easier navigations
  • New break-even chart
  • And more!
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Watch a Demonstration

7614_WEB_Covisum_landing-page-ICON-actionable-reports-SST Run your first report in less than 5 minutes
7614_WEB_Covisum_landing-page-ICON-aligned-interests-SST Understand the software and outputs in less than an hour
7614_WEB_Covisum_landing-page-ICON-support-SST Free access to expert support with your subscription
 
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The common alternatives feature automatically creates the four most common alternatives for married couples:

  • Widest split
  • Both at full retirement age
  • Both in January of their full retirement age
  • Both at age 70

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.

MORE THAN 20,000 ADVISORS TRUST COVISUM SOFTWARE

Your Covisum Experience

  1. Expert Support – You can get us on the phone, email or chat and we’ll help you with software or subject matter questions. Prefer to self-solve? Search our knowledge base for robust documentation and explainer videos 24-hours a day. 
  2. Actionable Client Reports – Created by an advisor, for advisors, our reports have client-friendly graphics and show the value you add. Nearly 1 million lives have been impacted by reports generated through our systems.   
  3. Growth-Oriented – Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

Try, buy and grow!

  1. Try the software for free and see the value. 
  2. Subscribe and unlock branding capabilities and gain access to marketing materials.
  3. Tailor your tech stack and add a growth engine!

Guarantee: No contract required.

Get a 10-day free trial

Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

Core features:

  • 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 over all life expectancy combinations

  • Marketing tools, including a client-facing seminar, brochure, and direct mailer example

  • Access to awesome support, industry expertise and training

 Get a 10-day free trial

Here's what our customers say:

"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. "

David Cechanowicz
Senior Financial Planner, REDW Stanley
“I want to thank you for your superb help, advice and counsel on the phone today! Your knowledge and expertise made me feel that Covisum is the ONLY company I will need to partner with, for my Social Security software and training needs. Your patience in answering all of my questions, so articulately, was impressive. You are a PRO.”
SST Subscriber
“With Social Security Timing®, I’m seeing people interested in retirement planning, not just another portfolio review.”
SST subscriber

Covisum powers some of the nation’s largest financial institutions.

OUR GUARANTEE

No contract. No commitment.

Try Social Security Timing Now!

Pre-retirees and retirees are concerned about Social Security. Use our software, resources, and support to help answer your clients' questions and add value to their retirement strategy.

Get a 10-day free trial