Audience
Financial advisors looking for a software that optimizes a client's social security claiming strategy
About Social Security Timing
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. Social Security Timing Key. Features. 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. Break-even Chart. See which strategy produces the best result overall life expectancy combinations. Common Alternatives. Automatically create the four most common alternatives for married couples.
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Pricing
Starting Price:
$49.99 per user per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Covisum
Founded: 2016
United States
www.covisum.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
24/7 Live Support
Online
Social Security Timing Frequently Asked Questions
Social Security Timing Product Features
Investment Management
For Investment Advisors
Modeling & Simulation
Risk Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investors & Traders
Fund Management
Payroll & Commissions
Performance Metrics
Portfolio Management
