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    Covisum Awarded ISO 27001 Certification

    software

    Covisum Awarded ISO 27001 Certification

    on November 16, 2021 | By Lauren Laferla, Director of Communications
    Covisum is ISO/IECC 27001: 2013 Certified At Covisum, we know that information security and compliance are important to your business. That's why we are pleased to announce that Covisum has achieved ISO 27001: 2013 certification.
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    Covisum Community Service Day 2021

    covisum culture

    Covisum Community Service Day 2021

    on November 11, 2021 | By Lauren Laferla, Director of Communications
    Giving Back to Our Community The Covisum team spent the morning of Thursday, November 4, volunteering at the Food Bank for the Heartland to help provide emergency and supplemental food to people in need throughout Nebraska and western Iowa. As the largest food bank in the area, the organization distributes food to 600 food pantries, schools, emergency shelters, and other nonprofits.
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    FinPlan Friday: Social Security Claiming Strategies for Couples

    Video

    FinPlan Friday: Social Security Claiming Strategies for Couples

    on September 3, 2021 | By Lauren Laferla, Director of Communications
    Social Security Strategies for Married Couples It can be challenging for retirees to determine the optimal time to claim Social Security. Add a second benefit for married couples, and deciding when to claim can get even more complicated. Financial advisors have an opportunity to help married couples take advantage of certain Social Security claiming strategies unique to their situation. In this month's FinPlan Friday conversation, Joe talks about Social Security claiming strategies for married couples.
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    How Advisors Can Use Software to Make Roth Conversions Easier

    Webinar

    How Advisors Can Use Software to Make Roth Conversions Easier

    Roth Conversions Made Easy You're smart. You know that converting dollars from a traditional IRA into a Roth IRA can be a good tax technique for many of your retired clients. Roth conversions can help clients manage tax obligations in the short-term while reducing overall taxes paid during retirement, but determining when and how much to convert can be time-consuming, and you have many clients who need your help. You deserve software that will make Roth conversions easier.
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    FinPlan Friday: Generating Leads, Capturing Contact Info, and Growing Your Retirement Income Planning Practice

    Marketing

    FinPlan Friday: Generating Leads, Capturing Contact Info, and Growing Your Retirement Income Planning Practice

    Does Marketing Stress You Out? Inbound marketing can be one of the most valuable ways for financial advisors to generate leads and convert new clients. But who has time to be an awesome financial advisor and a master of marketing? You know you need to do it, but you can't do it all! In this month's FinPlan Friday conversation, Covisum's VP of Sales and Marketing steps in for Joe to highlight what's most important for financial advisors when it comes to inbound marketing.
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