# Covisum Social Security Timing Reviews **Vendor:** Covisum **Category:** [Other Finance Software](https://www.g2.com/categories/other-finance) **Average Rating:** 4.5/5.0 **Total Reviews:** 11 ## About Covisum Social Security Timing 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 Reviews ### 1. Essential Tool for My Advisory Business **Rating:** 5.0/5.0 stars **Reviewed by:** Brad W. | Advisor and President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Covisum Social Security Timing?** I have used this tool for several years and it has been essential to my planning business. This breaks down the options with Social Security in a way that makes it very easy for my clients to understand and make informed decisions. I also recently added Tax Clarity and love them both. These tools make me stand out from other advisors who just want to get the client's assets and don't to put in the extra time to provide a real service. **What do you dislike about Covisum Social Security Timing?** There is nothing about the platform I dislike. **Recommendations to others considering Covisum Social Security Timing:** Try it. You will love it. **What problems is Covisum Social Security Timing solving and how is that benefiting you?** In addition to my planning software, Social Security Timing helps me to guide my clients into what retirement will look like for them financially. ### 2. Simple, quick, motivating **Rating:** 3.5/5.0 stars **Reviewed by:** Nigel V. | Managing Partner and Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2022 **What do you like best about Covisum Social Security Timing?** Widow benefits, restricted filings and other strategies are automatically considered and compared. Plus detailed dates and instructions for client re: filing. **What do you dislike about Covisum Social Security Timing?** Sometimes a little clunky input, & system needs information but I don't know what. I have to fish around to find it. **Recommendations to others considering Covisum Social Security Timing:** It's an essential piece to your planning stack. **What problems is Covisum Social Security Timing solving and how is that benefiting you?** Helping clients see the impact of their decisions, and benefits of working with an advisor. **Official Response from Katie Godbout:** > Hi Nigel, Thanks for taking a minute to review Social Security Timing®. We're thrilled that you've found the software helpful for navigating widow benefits, restricted applications, and other claiming strategies. I'll pass along your note about providing more information about which Social Security information is needed to run a report to the rest of our team. Thank you for your feedback! ### 3. I use this software daily. **Rating:** 5.0/5.0 stars **Reviewed by:** James J. | President/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2022 **What do you like best about Covisum Social Security Timing?** It is easy to use. And shows all options. **What do you dislike about Covisum Social Security Timing?** You must know about the rules of Social security to make sure your inputs are correct. **What problems is Covisum Social Security Timing solving and how is that benefiting you?** It gives a clear picture to the client showing them their choices **Official Response from Katie Godbout:** > Hi James, Thank you so much for taking the time to leave a review of Social Security Timing®. We're thrilled to hear that you use the software frequently and that you've found it easy to use and helpful for determining the different claiming options available to your clients. We appreciate your feedback! ### 4. Social Security Timing **Rating:** 5.0/5.0 stars **Reviewed by:** Edward W. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2020 **What do you like best about Covisum Social Security Timing?** The support that you get when you have a technical question **What do you dislike about Covisum Social Security Timing?** I don't really have any complaints with this software. **What problems is Covisum Social Security Timing solving and how is that benefiting you?** I am able to determine based on life expectancy when someone should actually begin their Social Security. **Official Response from Katie Godbout:** > Hi Edward, Thanks for leaving a review of Social Security Timing. We're glad to hear you've had great experiences with our expert customer support team. We appreciate your feedback. ### 5. Covisum Social Security Timing **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Covisum Social Security Timing?** It's very easy. Shows all of the data and shows it in a way that the clients can understand. **What do you dislike about Covisum Social Security Timing?** 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. Also there are other programs that can do this but also do a lot more. **Recommendations to others considering Covisum Social Security Timing:** Stuff like this has become more common. Most financial planning software can do this as well as other things. If you do a lot of social security planning, I think this would be a good program for you. **What problems is Covisum Social Security Timing solving and how is that benefiting you?** We use it as part of our retirement planning process. It shows different scenarios if you wait or take social security early. **Official Response from Katie Godbout:** > Hi Nate, Thanks for reviewing Social Security Timing. We're glad you've found the software helpful, easy to use, and a solid addition to your retirement planning process. We really appreciate your feedback. ### 6. Long Time User **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick N. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Covisum Social Security Timing?** What I like best is that SST is ALWAYS correct, without fail! **What do you dislike about Covisum Social Security Timing?** They have recently changed the report format and I prefer what is now called the "Legacy" version. **What problems is Covisum Social Security Timing solving and how is that benefiting you?** Thanks to using SST I have been considered a bonafide Social Security Expert by my peers and clients, alike. My advice to all clients is "Know your choices BEFORE you decide" and SST provides all the answers in a clear and understandable report. **Official Response from Katie Godbout:** > Hi Patrick, Thanks for leaving a review of Social Security Timing. We love hearing from our long-time subscribers! We couldn't be happier that Social Security Timing has helped you become a Social Security expert in your community. Our goal is, and always has been, to arm advisors with the right tools to help them grow. We're thrilled that you are no exception. We appreciate your feedback. ### 7. Great software and very good phone support! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Covisum Social Security Timing?** Easy to use the software does a great job and the support line is always helpful **What do you dislike about Covisum Social Security Timing?** Sometimes i just need to get used to practicing my strategies **What problems is Covisum Social Security Timing solving and how is that benefiting you?** When my clients should take SS as well as retirement date options. **Official Response from Katie Godbout:** > Thanks for leaving a review of Social Security Timing. Excellent customer support is at the heart of everything we do, and we're thrilled to hear that you've had great experiences with our team. We appreciate your feedback! ### 8. Invaluable Service **Rating:** 5.0/5.0 stars **Reviewed by:** Harry K. | Independent Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2020 **What do you like best about Covisum Social Security Timing?** It's both flexible and versital. I have not only used it to enlighten countless clients, but it also guided my wife and me in our decision on how and when to time our SS filings in order to maximize our combined lifetime benefits. **What do you dislike about Covisum Social Security Timing?** I have nothing negative to say about this essential retirement planning tool. **Recommendations to others considering Covisum Social Security Timing:** If in doubt, investigate other analytical options, as I did. And I'm glad I did, and have been very pleased with the choice I made. **What problems is Covisum Social Security Timing solving and how is that benefiting you?** Clients can clearly see the financial impact of the choices they face and the decision they make. **Official Response from Katie Godbout:** > Hi Harry, Thanks for leaving a review of Social Security Timing. We're so happy to hear that you've found it helpful. We love that you've used the software to determine when to claim your own benefits in addition to guiding clients! We really appreciate your feedback. ### 9. Good for what it does **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Covisum Social Security Timing?** The analysis is worthwhile and the layout is easy to understand and explain **What do you dislike about Covisum Social Security Timing?** Some of the charts could be more clearer to explain and an integration with planning software would be extremely useful. **Recommendations to others considering Covisum Social Security Timing:** Solid software which does the job **What problems is Covisum Social Security Timing solving and how is that benefiting you?** solving the timing of Social Security claiming helps our clients make their decisions. **Official Response from Katie Godbout:** > Thanks for leaving a review of Social Security Timing. We're happy to hear that you've found the software easy to use. It looks like you might find our retirement planning platform Income InSight helpful. It integrates with Social Security Timing. You can get more information about Income InSight by visiting https://www.covisum.com/solutions/income-insight. Thanks for the feedback! ### 10. We use it daily **Rating:** 5.0/5.0 stars **Reviewed by:** Martin J. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Covisum Social Security Timing?** Surprising accurate, when the actual amounts are calculated by SSA. Support is outstanding. **What do you dislike about Covisum Social Security Timing?** Don’t have any negative comments. Pleased with the software. **Recommendations to others considering Covisum Social Security Timing:** Don’t have any **What problems is Covisum Social Security Timing solving and how is that benefiting you?** We use it in retirement income planning and long term income tax projections factoring in projected RMDs. **Official Response from Katie Godbout:** > Hi Martin, Thanks for writing a review of Social Security Timing. We're thrilled that we've become an integral part of your business, and that you've found our expert support team helpful! We really appreciate your feedback. ### 11. Very good **Rating:** 5.0/5.0 stars **Reviewed by:** Duncan W. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2020 **What do you like best about Covisum Social Security Timing?** Intuitive and provides valuable data. good charts **What do you dislike about Covisum Social Security Timing?** Would like better explanation on the inflation rate of benefits. **Recommendations to others considering Covisum Social Security Timing:** Very strong software for financial planning in retirement. **What problems is Covisum Social Security Timing solving and how is that benefiting you?** Better data on retirement income. Clients very comfortable as its in plain english. **Official Response from Katie Godbout:** > Hi Duncan, Thanks for taking the time to leave a review of Social Security Timing. We're happy to hear that you've found the software helpful and easy to use. I'll pass along your suggestion to include more about the inflation rate of benefits to our team. We appreciate your feedback! ## Covisum Social Security Timing Discussions - [What is Covisum Social Security Timing used for?](https://www.g2.com/discussions/what-is-covisum-social-security-timing-used-for) - [View Covisum Social Security Timing pricing details and edition comparison](https://www.g2.com/products/covisum-social-security-timing/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-30+07%3A12%3A04+-0500&secure%5Bsession_id%5D=d48e0089-3849-4301-9757-ba59c01baff0&secure%5Btoken%5D=df670430f7ff38e79e75959d8e139c3c4eb76cd5287b38777205c3e53e5c39d2&format=llm_user) ## Top Covisum Social Security Timing Alternatives - [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) - 4.3/5.0 (41 reviews) - [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - 4.1/5.0 (31 reviews) - [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) - 4.4/5.0 (27 reviews)