Social Security Timing Description

Social Security Timing® Software is designed to assist you in refining your clients' strategies for claiming Social Security, thereby enhancing their overall retirement wealth. Navigate the intricacies of Social Security with ease. By utilizing Social Security Timing, you can determine the precise month and year when your clients should make their claims, as well as the specific amount they will receive upon passing the earnings test, potentially boosting their retirement income by as much as $100,000. The software includes a pivotal feature, What’s at Stake, which highlights the critical differences between merely good and optimal decisions regarding Social Security access. Additionally, the Break-even Chart allows you to analyze which strategy yields the best results across various life expectancy scenarios. Furthermore, the software can automatically generate the four most frequently encountered alternatives tailored for married couples, making it easier for you to present comprehensive options to your clients. Overall, this tool empowers financial advisors to make informed decisions that significantly impact their clients' financial futures.

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Pricing

Pricing Starts At:
$49.99 per user per month
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Covisum
Year Founded:
2016
Headquarters:
United States
Website:
www.covisum.com

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Social Security Timing Features and Options

Investment Management Software

For Investment Advisors
Modeling & Simulation
Risk Management

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