Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    Hidden Value: Exposing the Annuity Bonus Trap

    In The News

    Hidden Value: Exposing the Annuity Bonus Trap

    Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights that advisors and their clients may not have considered. This week, Joe discusses the annuity bonus trap, the misleading nature of annuity bonuses, and how advisors can add value to their clients by exposing them for what they are—advances on future earnings.
    Read
    Live Webinar: 7 Steps to Fantastic Seminars

    Webinar

    Live Webinar: 7 Steps to Fantastic Seminars

    Tips For Making Your Next Seminar A Success Educational seminars can be a fantastic marketing tool, but it requires a certain level of training and skill to be successful with seminars. During this live webinar you’ll learn powerful tricks and tips that will drive your seminar results to new levels of success.
    Read
    Take the Right Steps and Grow

    Marketing

    Take the Right Steps and Grow

    You've Got Engagement, Now What? Marketing can be crucial to building an advisory practice, but attracting potential clients is only step one. The remaining steps are just as vital.
    Read
    Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

    Video

    Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

    Income InSight brings together multiple financial planning techniques into one place: one website, one login, one client list. Social Security Timing, Tax Clarity, SmartRisk and Income InSight were created by Joe Elsasser, CFP®, a practicing financial advisor, specifically for other advisors who specialize in providing retirement advice to mass-affluent consumers.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.

    444 Regency Parkway Dr. Suite 201 Omaha, NE 68114
    Contact Us

    © 2010 – 2024 Covisum®. All Rights Reserved. For advisor use only. 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. Terms and Conditions | Privacy Policy