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The Social Security Board of Trustees recently released its latest projections for the long-term health of the Social Security program. 

Although there were some improvements over last year's report, the overarching message is that immediate action is needed to prevent a significant decrease in Social Security benefits by 2034.

Your clients will look to you for help understanding what the shortfalls in Social Security program funding mean for their retirement income planning.

Download this supplementary guide to the 2022 Social Security Trustees report to:

  • Discover how funding challenges will impact specific segments of your client base
  • Learn about the proposals to address Social Security solvency
  • Help your clients optimize their Social Security claiming strategy in light of the proposed changes
  • Be the trusted advisor your clients need during stressful times

Complete the form and click "Submit" to access this critical resource. 


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"The details the Covisum tools provide give our clients – and me – peace of mind. We are able to give our clients the clearest picture possible about what lies ahead in their financial future."

"Covisum’s trilogy of tools (SmartRisk™, Tax Clarity® and Social Security Timing®) have helped my firm with what can sometimes seem like a daunting task: providing a clear financial picture to clients and what various decisions mean to their investment portfolio, tax situation, and overall retirement income projections. Simply put, these tools are important conversation starters that can support the dialog every advisor should be having with their clients."