The Arrow Group member feature: Jeremy Armagost

Jeremy Armagost, CFP® RICP® has earned his Master's Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning.

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Posted in Blog, Industry Advice, Retirement, Social Security, The Arrow Group

Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.

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Posted in Acquisition, Blog, In The News, Press Release, Risk, Software Programs

We’re adding portfolio risk to our expertise

The Quant: Renaud “Ron” Piccinini, PhD

Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets.

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Posted in Blog, Covisum Team, Risk

Calculator figures how much social security benefit is taxable

Are you able to explain to this growing clientele how their benefits are taxed? Our calculator helps.

The proportion of beneficiaries who must pay income tax on their Social Security benefits has risen over time and will continue to grow. With more people impacted by these taxes, it’s important that you’re able to explain how their benefits are taxed.

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Posted in Benefits, Blog, Calculator, Social Security, Tax

Marketing strategy for financial advisors

How should financial advisors market their services? Four steps to achieve success

Katie Godbout,  Covisum Marketing Strategist

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Posted in Blog, Marketing, Marketing Strategies, Planning Techniques

Workshops, presentations & networking for The Arrow Group Advisors

Twice a year, Covisum hosts a special event for The Arrow Group, a facilitated peer-to-peer coaching program for successful advisors. This spring, The Arrow Group members and the Covisum team will converge in Omaha, Nebraska, for two days of presentations, workshops and networking to help advisors improve strategy, marketing, and execution.

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Posted in Blog, Covisum Team, Marketing Strategies, The Arrow Group