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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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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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Break-even Chart
See which strategy produces the best result overall life expectancy combinations.
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Common Alternatives
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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Marketing Materials
Download a field-tested client-facing seminar, brochure, and direct mailer example.
Access to Support
Access to Expert Support
Unlimited free access to our live expert support team who can help you with software or subject matter questions.
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Deep Integration with other Covisum Software
Seamlessly move from one Covisum tool to another in our new advisor portal.
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.

Covisum_11546 SST Demo - V3 (1)

Take a Tour

Scroll through the screenshots below or view a more in-depth product tour.

SST #1 (input data)
Select add in a new client. When adding in a new client you will first select the type of client you have (Single, Married, Divorced, Widowed). Click on Save and Next.
II #1 (input data)
It takes less than five minutes to input basic client information.
SST #3 (social security info)
The earnings page will require you to enter in the Statement Date, how much the client will receive at Full Retirement Age, the age the client will stop working, and the anticipated annual income of the client after 62.
SST #4 (income need)
The software will automatically create two Social Security strategies. One will be the suggested strategy and the other will be the earliest strategy. On the left-hand side, you can see how they compare in their total benefit amount and click into them to view more details.
SST #5 (strategy and break even)
The right-hand side will show the break-even chart, which includes both strategies and their life expectancies. Depending on their life expectancy, the chart will show which is the best strategy for the client(s).
SST #6 (alternative strategy)
Click “Personalize Strategy” will allow you to create alternate strategies. Cash flows will give you further details on if their desired income is being met and what their cash flows will look like.

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.

“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.”
Social Security Timing subscriber
“With Social Security Timing®, I’m seeing people interested in retirement planning, not just another portfolio review.”
Social Security Timing subscriber
“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
Social Security Timing subscriber
“Easy to use, good reports.”
Dan
CFP®

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© 2010 – 2021 Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy