Start Your Free Trial
Contact Us

Easily Add Your Client Data

Enter the data from your client’s Social Security statement. 

Try Social Security Timing Today

SST-Benefits

See What's At Stake

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.

Get Your Free Trial

Screen Shot 2020-12-28 at 1.04.17 PM

View the Cash Flow in Retirement

View the cash flow for each strategy to determine if the client’s income needs are being met year-by-year.

Learn More

 

cash flow chart

Compare Strategies

Helpful charts and graphs will help your clients clearly see the amount of Social Security you can help them access.

View Pricing

sst-product-img-2

Share Strategy Details

See the exact year and month your client should claim Social Security to receive optimal benefits. 

Sign Up for a Free Trial

Share Strategy Image

Break Even Chart

See which claiming strategy produces the best result based on all life expectancy combinations with the “break even chart.”
point 3-1
Covisum Social Security Benefit Calculator

Free Calculator

Taxable Social Security Benefit Calculator

How could your clients' Social Security benefits be taxed? Our calculator helps.

Download Now

Stay Connected

Access industry news, expert insights, best practices, free downloads and more.