What is Covisum Social Security Timing?
Social Security Timing is a comprehensive tool designed to simplify the intricate process of navigating Social Security benefits. By leveraging advanced algorithms and data insights, the application empowers financial professionals to identify and compare the most optimal Social Security claiming strategies tailored to their clients' unique circumstances. Through intuitive visualizations and detailed analysis, the platform enables users to explore alternative strategies, understand break-even points, and make informed decisions that can ultimately maximize their clients' lifetime Social Security earnings
Highlights
- Quick, accurate, and easy Social Security strategy identification and comparison
- Ability to view and analyze alternate Social Security claiming strategies
- Break-even chart to visualize which strategy produces the best result over varying life expectancy scenarios
- Marketing tools, including a client-facing seminar, brochure, and direct mailer example, to assist in client engagement and education
- Access to dedicated support, industry expertise, and comprehensive training resources