OUR AWESOME support team IS knowledgeable, passionate and dedicated to serving you and your clients.
Covisum provides software, training, and support for financial advisors. Learn more about our software solutions, take a trial, and subscribe. We'll support you along the way.
Go beyond conventional wisdom with training that teaches you how to apply claiming strategies within an overall retirement plan.
“Co” means joint or shared, and “visum” means vision
We help advisors and their clients create a shared vision of the future. Our first product was Social Security Timing, which launched in 2011 and received the first patent of among Social Security claiming software companies...
8420 W Dodge Rd, Omaha, NE 68114
© 2010 – 2017 Covisum™. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide.