Social Security Timing Key Features

Quick Easy data entry Icon
Quick & easy data entry
Comparison iCON
Quick, accurate, easy Social Security strategy identification and comparison
Social Security strategies Icon
View alternate Social Security strategies
Break Even Chart Icon
Break-even chart to see which strategy produces the best result over all life expectancy combinations
Printable PDF Report Icon
Printable PDF report
client-facing seminar presentation Icon
Access to a client-facing presentation
Direct Mailer Icon
Access to a direct mailer example
Marketing Materials Icon
Access to a client-facing brochure
Expert support icon
Free access to support & customer success

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.

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 you will want to have an enterprise-level EULA with us.

Is there an enterprise version of Social Security Timing? 

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

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