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    Marketing

    What’s New? Covisum Quarterly Roundup

    The first quarter of 2021 has been a busy one here at Covisum, and we have some exciting updates to share...
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    Joe Elsasser

    FinPlan Friday: Medicaid Awareness Month

    As the largest payer of long-term care in the United States, Medicaid is an important topic for advisors working with middle and upper-middle income retirees and pre-retirees. Learn more about some of the myths surrounding the program and why you need to add Medicaid to your discussions about retirement in this month's FinPlan Friday conversation with Joe.
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    Tax

    FinPlan Friday: The Biden Tax Plan

    Potential Tax Changes President Biden's tax plan includes some pretty significant changes that could impact how advisors build efficient retirement income plans. Learn more about President Biden's tax plan in our FinPlan Friday conversation with Joe.
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    Marketing

    On-Demand Webinar: Making Personal Connections Digitally

    Making Personal Connections Digitally Webinar In order to grow your business, you've undoubtedly relied on creating valuable personal relationships. Over the last few years, how we connect with each other has changed. Does building meaningful connections digitally seem daunting? Don't worry! With the right techniques, advisors have an opportunity to create genuine and profitable relationships with clients and prospects. Join Covisum's Katie Godbout, VP of Sales and Marketing and Lauren Laferla, Director of Communications for a 45-minute webinar about how to make personal connections digitally.
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    Tax

    FinPlan Friday: Changes to RMDs

    Required Minimum Distributions Recent changes to required minimum distributions (RMDs) will have a significant impact on how financial advisors construct retirement income plans. Learn more about two of the the biggest changes in our FinPlan Friday conversation with Joe.
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    Marketing

    [UPDATED] Social Security Timing and Tax Clarity Presentations

    Exciting Updates! We know that many of our subscribers have been eagerly awaiting updates to our "Social Security and Retirement Income" and "Taxes in Retirement" PowerPoint presentations. We have a good news—the wait is over! You can now access the updated presentations through the marketing kit homepage. 
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    Culture

    Top 10 Blog Posts of 2020

    The most popular posts of 2020 are... With a tumultuous 2020 now behind us, we decided to take a look at the blog posts that resonated with you the most throughout the year. Here’s a roundup of the posts that you found the most entertaining, helpful, informative, and inspiring throughout 2020. 
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