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Submitted URL: https://www.timingsecurity.com/
Effective URL: https://www.covisum.com/solutions/social-security-timing
Submission: On December 11 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://www.covisum.com/solutions/social-security-timing
Submission: On December 11 via automatic, source certstream-suspicious — Scanned from DE
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SOCIAL SECURITY TIMING®
Software to help you optimize your clients' Social Security claiming strategy
and increase their retirement value.
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.
Get your free trial now!
SOCIAL SECURITY TIMING KEY FEATURES
Marketing Materials
Access to professionally created marketing materials: emails, videos,
presentation deck with script, and graphics
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.
View Alternate Social Security Strategies
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.
Break-even Chart
See which strategy produces the best result overall life expectancy
combinations.
Strategy Comparison
Quick, accurate, easy Social Security strategy identification and comparison
Benefit Cut Calculator
Show how benefit cuts could impact your clients' retirement strategies
Deep Integration with Other Covisum Software
Seamlessly move from one Covisum tool to another in our new advisor portal.
Access to Expert Support & Customer Success
Unlimited free access to our live expert support team who can help make the most
of your subscription.
Quick & Easy Data Entry
Printable PDF Report
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.
HELP CLIENTS MAKE BETTER SOCIAL SECURITY DECISIONS
Social Security Timing helps advisors optimize their clients' Social Security
claiming strategy and increase their retirement value by up to $100,000.
SOCIAL SECURITY TIMING®
$49.99 per month/per advisor
JOIN THOUSANDS OF USERS WHO TRUST COVISUM.
Subscribe Now
PRICING FAQS
CAN I TAKE A TRIAL OF SOCIAL SECURITY TIMING?
Yes! You can try Social Security Timing for free for 10 days.
DO YOU HAVE A DEMO VIDEO OF SOCIAL SECURITY TIMING?
Yes, we do. Learn how to use Social Security Timing in your financial planning
practice by watching this recorded demonstration.
DO YOU HAVE A GUIDED PRODUCT WALKTHROUGH?
Yes! View our product tour to get a detailed walkthrough of some of Social
Security Timing's key features.
CAN SOMEONE DEMONSTRATE SOCIAL SECURITY TIMING FOR ME?
A member of our customer success team would be happy to demo Social Security
Timing for you. Choose the time and date that works best for you. Click here to
schedule a live demo.
CAN I SUBSCRIBE MONTHLY OR ANNUALLY?
Choose the subscription that's right for you at $49.99/per month or $599/per
year.
CAN MORE THAN ONE ADVISOR USE ONE SUBSCRIPTION TO SOCIAL SECURITY TIMING?
Your Social Security Timing subscription is intended for the sole use of one
user, as outlined in our End User License Agreement (EULA). If you plan on
utilizing our tools for multiple users, please reach out to sales@covisum.com
for pricing.
IS THERE AN ENTERPRISE VERSION OF SOCIAL SECURITY TIMING?
Yes. Covisum powers some of the largest financial institutions in the United
States. Contact sales for more information about our enterprise solutions.
CAN I SEE YOUR DATA SECURITY STATEMENT?
Our data security statement is designed to answer the most common questions
Covisum is asked in a vendor due diligence review and to provide supporting
documentation for your file. Click here to access our data security statement.
YOUR COVISUM EXPERIENCE
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.
BUY
Subscribe and unlock additional features and branding capabilities. Gain access
to marketing materials. No contract required.
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.
"Covisum’s tools 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."
David Cechanowicz
Senior Financial Planner
“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
SST Subscriber
“With Social Security Timing, I’m seeing people interested in retirement
planning, not just another portfolio review.”
SST Subscriber
“With very few inputs, I receive useable information for my client.”
James
Certified Financial Planner
"Covisum’s tools 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."
David Cechanowicz
Senior Financial Planner
“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
SST Subscriber
“With Social Security Timing, I’m seeing people interested in retirement
planning, not just another portfolio review.”
SST Subscriber
“With very few inputs, I receive useable information for my client.”
James
Certified Financial Planner
"Covisum’s tools 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."
David Cechanowicz
Senior Financial Planner
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STREAMLINE YOUR FINANCIAL PLANNING PRACTICE
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SOCIAL SECURITY TIMING FAQS
WHY SHOULD I OPTIMIZE SOCIAL SECURITY PAYOUTS FOR MY CLIENTS?
Social Security optimizations can help your clients realize up to $100,000 (or
more) of benefits that they did not realize they had access to, simply by
withholding and delaying benefits strategically to fully maximize Social
Security income potential.
WHAT UNIQUE FEATURES DOES SOCIAL SECURITY TIMING OFFER VERSUS OTHER SOCIAL
SECURITY PLANNING SOFTWARES?
You can use Social Security Timing to demonstrate the impact benefit cuts could
have on your clients' retirement income plans, and recommend strategies on when
is the best time to claim.
HOW DOES THE EARNINGS TEST IMPACT WIDOW(ER) BENEFITS?
The Social Security Administration will adjust at full retirement age to account
for the number of months that are withheld, however, they will not repay
widow(er) benefits that are withheld due to the earnings test.
WHAT ARE COMMON PITFALLS OF FILING FOR SOCIAL SECURITY EARLY?
If your clients can put off claiming benefits until their full retirement age
(FRA), benefit amounts will increase each month the election is delayed, up to
age 70. Additionally, if you file after your FRA, you will earn delayed
retirement credits to your benefit - an extra 8% per year until age 70.
ARE THERE DIFFERENT STRATEGIES TO MAXIMIZE SOCIAL SECURITY BENEFITS?
There are many different strategies to maximize your clients' Social Security
benefit income. The best strategy is often not the first suggested, or the
earliest you can claim, but one that takes other assets into consideration.
Social Security Timing can illustrate and compare different strategies to
determine the best fit.
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