
Covisum Social Security Timing
4.4
11
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
Ask anything of Covisum Social Security Timing with Workflos AI Assistant
http://covisum.com/

Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Covisum Social Security Timing Plan
Monthly
49
per month/per advisor
Includes all core features!
Optimize Social Security Benefits Strategy
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
Client-facing seminar
Marketing tools, including a client-facing seminar, brochure, and direct mailer example
Access to awesome support, industry expertise, and training
Yearly
899
per year/per advisor
Includes all core features!
Optimize Social Security Benefits Strategy
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
Client-facing seminar
Marketing tools, including a client-facing seminar, brochure, and direct mailer example
Access to awesome support, industry expertise, and training