Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.
Core features:
-Quick, accurate, easy Social Security strategy identification and comparison
-View alternate Social Security strategies
-Break-even chart to see which strategy produces the best result over all life expectancy combinations
-Marketing tools, including a client-facing seminar, brochure, and direct mailer example
-Access to awesome support, industry expertise and training
Covisum Social Security Timing
Nate L.
Advanced user of Covisum Social Security Timing
★★★★★
Covisum Social Security Timing
What do you like best?
It's very easy. Shows all of the data and shows it in a way that the clients can understand.
What do you dislike?
I don't really have any complaints. Sometimes filling it out can be tedious. Would be better if you could autofill by loading other forms.
Recommendations to others considering the product:
I'd use it if you do any social security planning.
What problems are you solving with the product? What benefits have you realized?
We use it as part of our retirement planning process. It shows different scenarios if you wait or take social security early.
Review source: G2.com
