Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • NaviPlan Reviews & Ratings
    Company Website for NaviPlan
  • Control D Reviews & Ratings
    4.6 out of 5 stars 183 Ratings
    Company Website for Control D
  • GroupTogether Reviews & Ratings
    4.6 out of 5 stars 4,887 Ratings
    Company Website for GroupTogether
  • ND Wallet Reviews & Ratings
    4.9 out of 5 stars 14 Ratings
    Company Website for ND Wallet
  • Healthee Reviews & Ratings
    4.6 out of 5 stars 13 Ratings
    Company Website for Healthee
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • Admiral Reviews & Ratings
    4.8 out of 5 stars 75 Ratings
    Company Website for Admiral
  • XpertCoding Reviews & Ratings
    4.7 out of 5 stars 42 Ratings
    Company Website for XpertCoding
  • Banker's Dashboard Reviews & Ratings
    4.8 out of 5 stars 6 Ratings
    Company Website for Banker's Dashboard
  • Redlist Reviews & Ratings
    4.6 out of 5 stars 64 Ratings
    Company Website for Redlist

What is Social Security Timing?

The Social Security Timing® Software is specifically crafted to help you fine-tune your clients' approaches to claiming Social Security, ultimately boosting their retirement wealth. This innovative tool simplifies the complex world of Social Security, enabling you to pinpoint the exact month and year your clients should file for benefits, as well as the amount they will receive following the earnings test, which could lead to an increase in retirement income by up to $100,000. A crucial component of the software, known as What’s at Stake, emphasizes the significant differences between just satisfactory and truly optimal choices for accessing Social Security. In addition, the Break-even Chart provides valuable insights into which strategy performs best under varying life expectancy situations. The software also automatically produces the four most common options specifically designed for married couples, streamlining the process of presenting complete alternatives to your clients. By leveraging this powerful tool, financial advisors are empowered to make educated decisions that can dramatically influence their clients' financial destinies, ensuring a more secure retirement. This comprehensive approach not only enhances client satisfaction but also strengthens the advisor-client relationship through informed financial planning.

What is LifeWorks?

LifeWorks is recognized globally as a leader in providing both digital and in-person solutions designed to improve individual wellbeing. We deliver a customized array of services that empower our clients to enhance their employees' quality of life, which in turn positively impacts their organizations. Previously known as Morneau Shepell, our commitment to addressing the health, productivity, and financial wellbeing of workers has been unwavering throughout our history. Our offerings cover a diverse range of sectors, including wellbeing programs, administrative assistance, health and productivity management, and retirement planning. We take great pride in our deep expertise in workplace mental health, actuarial strategies, human resources communication, and managing absence and disability. As pioneers in our industry, we engage in research concerning new workplace trends and challenges that affect employee wellbeing, sharing our insights with clients to help them nurture a healthier workforce. Additionally, we strive to cultivate a wellness-oriented culture that not only benefits individuals but also drives organizational success, ensuring a holistic approach to workplace health. By prioritizing these elements, we aim to create a sustainable environment where both employees and organizations can thrive.

Media

Media

Integrations Supported

Integrations Supported

Dayforce
Teamstack

API Availability

API Availability

Pricing Information

$49.99 per user per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Covisum

Date Founded

2016

Company Location

United States

Company Website

www.covisum.com

Company Facts

Organization Name

Morneau Shepell

Company Location

United States

Company Website

www.lifeworks.com

Categories and Features

Investment Management

For Investment Advisors
Modeling & Simulation
Risk Management

Categories and Features

Corporate Wellness

Employee Portal
Health Monitoring
Incentive Management

Employee Engagement

Not specified

Employee Recognition

Not specified

Popular Alternatives

TRAK Reviews & Ratings

TRAK

RetireReady

Popular Alternatives

Reward Gateway Reviews & Ratings

Reward Gateway

5.0 out of 5 stars
NaviPlan Reviews & Ratings

NaviPlan

Advicent
Fringe Reviews & Ratings

Fringe

2.0 out of 5 stars
Motivosity Reviews & Ratings

Motivosity

4.9 out of 5 stars