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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

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 with no obligation. No credit card required.

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.

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