Social Security Timing

Streamline the Complexities of Social Security
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Overview
Covisum
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. It is a software to help clientele optimize their social security claiming strategy with tools such as a What's at Stake feature, breakeven charts, common alternatives, marketing materials, and more.
Media
Core Features
Investment Management Features
  • Investment Tracking
  • Modeling & Simulation
  • Risk Management
Pricing
Pricing Type
Flat Rate
Free Version
Yes
Payment Frequency
Monthly Payment, Quote Based, Free
Vendor pricing page
Available Trial
Plans & Packages
Standard
$49.99 Per Month
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars