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Streamline the Complexities of Social Security

With Social Security Timing, you can help optimize your clients' Social Security claiming strategy. 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. Increase their retirement value by up to $100,000.

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Social Security Timing Key Features

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Marketing Materials
Access to professionally created marketing materials: emails, videos, presentation deck with script, and graphics
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What's at Stake Feature
This 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.
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View Alternate Social Security Strategies
Automatically create the four most common alternatives for married couples: widest split, both at full retirement age, both in January of their full retirement age, and both at age 70.
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Break-even Chart
See which strategy produces the best result overall life expectancy combinations.
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Strategy Comparison
Quick, accurate, easy Social Security strategy identification and comparison
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Benefit Cut Calculator
Show how benefit cuts could impact your clients' retirement strategies
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Deep Integration with Other Covisum Software
Seamlessly move from one Covisum tool to another in our new advisor portal.
Access to Support
Access to Expert Support & Customer Success
Unlimited free access to our live expert support team who can help make the most of your subscription.
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Quick & Easy Data Entry
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Printable PDF Report
Social Security Widow Benefit Explained

Watch a Demonstration 

Expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

Pricing FAQs

Can I take a trial of Social Security Timing? 

Yes! You can try Social Security Timing for free for 10 days.

Do you have a demo video of Social Security Timing? 

Yes, we do. Learn how to use Social Security Timing in your financial planning practice by watching this recorded demonstration.

Do you have a guided product walkthrough? 

Yes! View our product tour to get a detailed walkthrough of some of Social Security Timing's key features.

Can someone demonstrate Social Security Timing for me? 

A member of our customer success team would be happy to demo Social Security Timing for you. Choose the time and date that works best for you. Click here to schedule a live demo. 

Can I subscribe monthly or annually? 

Choose the subscription that's right for you at $49.99/per month or $599/per year.

Can more than one advisor use one subscription to Social Security Timing? 

Your Social Security Timing subscription is intended for the sole use of one user, as outlined in our End User License Agreement (EULA).  If you plan on utilizing our tools for multiple users, please reach out to sales@covisum.com for pricing.

Is there an enterprise version of Social Security Timing? 

Yes. Covisum powers some of the largest financial institutions in the United States. Contact sales for more information about our enterprise solutions.

Can I see your data security statement? 

Our data security statement is designed to answer the most common questions Covisum is asked in a vendor due diligence review and to provide supporting documentation for your file. Click here to access our data security statement.

Your Covisum Experience

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Try

Try Social Security Timing for free for 10 days with no obligation. No credit card required. Your 10-day free trial is designed to get you up and running with Social Security Timing.

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Buy

Subscribe and unlock additional features and branding capabilities. Gain access to marketing materials. No contract required.

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Grow

Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

“You are not just buying software—the staff will help you learn about Social Security and understand the software. They are always available to answer my or my clients’ questions.”
David Conner
SST Subscriber
“With Social Security Timing, I’m seeing people interested in retirement planning, not just another portfolio review.”
SST Subscriber
“With very few inputs, I receive useable information for my client.”
James
Certified Financial Planner
"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

Social Security Timing FAQs

Why should I optimize Social Security payouts for my clients?  

​​Social Security optimizations can help your clients realize up to $100,000 (or more) of benefits that they did not realize they had access to, simply by withholding and delaying benefits strategically to fully maximize Social Security income potential.

What unique features does Social Security Timing offer versus other Social Security planning softwares? 

You can use Social Security Timing to demonstrate the impact benefit cuts could have on your clients' retirement income plans, and recommend strategies on when is the best time to claim.

How does the earnings test impact widow(er) benefits?  

The Social Security Administration will adjust at full retirement age to account for the number of months that are withheld, however, they will not repay widow(er) benefits that are withheld due to the earnings test.

What are common pitfalls of filing for Social Security early? 

If your clients can put off claiming benefits until their full retirement age (FRA), benefit amounts will increase each month the election is delayed, up to age 70. Additionally, if you file after your FRA, you will earn delayed retirement credits to your benefit - an extra 8% per year until age 70.

Are there different strategies to maximize Social Security benefits?  

There are many different strategies to maximize your clients' Social Security benefit income. The best strategy is often not the first suggested, or the earliest you can claim, but one that takes other assets into consideration. Social Security Timing can illustrate and compare different strategies to determine the best fit.

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