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RECORDED WEBINAR

Social Security Timing, Upgraded

Covisum will sunset the Legacy version of Social Security Timing® in mid-April, making now the perfect time to explore the newest version available in the Covisum Suite. In this webinar, we’ll walk through what this transition means and how advisors are using the updated platform to deliver Social Security planning more efficiently.

Join us for a live walkthrough of the software and see how the improved layout, statement importing, and integrated planning tools make it easier to incorporate Social Security analysis into your client process.

What You’ll Learn

  • A live walkthrough of the newest version of Social Security Timing® in Suite
  • How statement importing helps reduce manual data entry
  • How the cleaner layout and navigation help you better tell the planning story
  • How to access other Covisum planning tools directly from the platform
  • Why advisors are finding it easier to deliver Social Security planning at scale

The live webinar was recorded on Tuesday, March 24 AT 1 PM CT. Complete the form to watch now. 

Covisum® provides software and education for financial professionals. Not intended for the general public. Social Security Administration and U.S. government are not affiliated with Covisum. 

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