Covisum Social Security Timing Reviews & Product Details

Covisum Social Security Timing Overview

What is 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 Details
Languages Supported
English
Product Description

Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.


Seller Details
Seller
Covisum
Company Website
Year Founded
2016
HQ Location
Omaha, Nebraska
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®

Overview Provided by:
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Covisum Social Security Timing Screenshots

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Covisum Social Security Timing Reviews

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Chief Operating Officer
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I'd use it if you do any social security planning. Review collected by and hosted on G2.com.

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 collected by and hosted on G2.com.

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Response from Katie Godbout of Covisum Social Security Timing

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.

Independent Advisor
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

I have nothing negative to say about this essential retirement planning tool. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Clients can clearly see the financial impact of the choices they face and the decision they make. Review collected by and hosted on G2.com.

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Response from Katie Godbout of Covisum Social Security Timing

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.

Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The support that you get when you have a technical question Review collected by and hosted on G2.com.

What do you dislike?

I don't really have any complaints with this software. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am able to determine based on life expectancy when someone should actually begin their Social Security. Review collected by and hosted on G2.com.

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Response from Katie Godbout of Covisum Social Security Timing

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.

Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

What I like best is that SST is ALWAYS correct, without fail! Review collected by and hosted on G2.com.

What do you dislike?

They have recently changed the report format and I prefer what is now called the "Legacy" version. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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Response from Katie Godbout of Covisum Social Security Timing

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.

UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The analysis is worthwhile and the layout is easy to understand and explain Review collected by and hosted on G2.com.

What do you dislike?

Some of the charts could be more clearer to explain and an integration with planning software would be extremely useful. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Solid software which does the job Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

solving the timing of Social Security claiming helps our clients make their decisions. Review collected by and hosted on G2.com.

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Response from Katie Godbout of Covisum Social Security Timing

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!

Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Surprising accurate, when the actual amounts are calculated by SSA. Support is outstanding. Review collected by and hosted on G2.com.

What do you dislike?

Don’t have any negative comments. Pleased with the software. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Don’t have any Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use it in retirement income planning and long term income tax projections factoring in projected RMDs. Review collected by and hosted on G2.com.

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Response from Katie Godbout of Covisum Social Security Timing

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.

Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Intuitive and provides valuable data. good charts Review collected by and hosted on G2.com.

What do you dislike?

Would like better explanation on the inflation rate of benefits. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Very strong software for financial planning in retirement. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Better data on retirement income. Clients very comfortable as its in plain english. Review collected by and hosted on G2.com.

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Response from Katie Godbout of Covisum Social Security Timing

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!

UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Easy to use the software does a great job and the support line is always helpful Review collected by and hosted on G2.com.

What do you dislike?

Sometimes i just need to get used to practicing my strategies Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

When my clients should take SS as well as retirement date options. Review collected by and hosted on G2.com.

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Response from Katie Godbout of Covisum Social Security Timing

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!