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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 ShareRoot?

At ShareRoot, we are dedicated to creating value for businesses by harnessing the power of social media and digital technologies, all while responsibly utilizing real-world evidence to drive life-enhancing innovations with appropriate consent. Our diverse range of digital platforms, AI-driven solutions, and specialized expertise allows us to adopt a personalized approach for every client, empowering them to discover new market opportunities, devise impactful market access strategies, and build a data-rich environment that fosters audience engagement and activation. We offer an array of services, from producing high-quality original content for social media and enhancing e-commerce success to developing captivating games and applications, all while tapping into the vast possibilities presented by social media. The ShareRoot group delivers all-encompassing solutions tailored to overcome any digital challenge. Furthermore, our robust platform facilitates the legal acquisition and management of user-generated content and brand ambassadors, enriching digital experiences through innovative tactics like social walls, contests, and UGC integration on product pages. By ensuring our services are customized, we empower every client to navigate the complexities of the digital landscape with effectiveness and assurance, enabling them to thrive in an ever-evolving environment. Ultimately, our goal is to support our clients' growth by helping them adapt to the rapid changes in the digital world.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Covisum

Date Founded

2016

Company Location

United States

Company Website

www.covisum.com

Company Facts

Organization Name

ShareRoot

Date Founded

2013

Company Location

Australia

Company Website

www.shareroot.co

Categories and Features

Investment Management

For Investment Advisors
Modeling & Simulation
Risk Management

Categories and Features

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