One of the most common questions I hear from advisors is how to consistently reach the right prospects. The people who want real planning. The people who value clarity and good decision-making. The people who want a guide, not a pitch.
My answer has remained the same for years. Lead with education.
Pre-retirees and retirees are trying to make sense of Social Security rules, tax law changes, shifting markets, Medicare premiums, and the long-term impact of their claiming and withdrawal choices. When an advisor steps in with clear explanations, the relationship shifts immediately. Education builds trust because it shows you are focused on the retiree’s best interest long before the planning engagement begins.
This is why we continue to produce high-quality, field tested consumer presentations that accompany Social Security Timing®, Tax Clarity®, and Income InSight®. These tools support your client conversations, but they also help you demonstrate value to prospects before they ever hire you. Each kit is updated annually to reflect the latest figures, rules, and insights you need to stay current in your presentations.
Our marketing materials take that commitment even further.
Retirees want an advisor who understands the rules and can help them make smart decisions. When you can explain how Social Security benefits are determined and optimized, how the tax code affects retirement income, and how various income sources interact inside a long-term plan, you immediately differentiate yourself. The most successful advisors today are the ones who can simplify complexity and make planning feel understandable.
Our consumer presentation kits are built with that goal in mind and refreshed every year to help you present the most accurate information possible.
The Social Security Timing seminar helps you explain the decisions retirees face as they approach claiming. The presentation reflects the latest:
Cost of living adjustments
Taxable earnings limits
Earnings test thresholds
Spousal and survivor rules
Real examples that illustrate claiming strategies
This is the presentation I originally built for my own practice. It has been carefully updated so you can teach the topic with confidence.
Tax Clarity's Taxes in Retirement presentation gives prospects a clear view of how the tax code interacts with their income decisions. It includes updated:
Tax bracket thresholds
Senior standard deduction amounts
AGI related phaseouts
IRA and Roth contribution limits
Medicare premium brackets
Social Security taxation figures
This presentation consistently generates “lightbulb moments” because retirees rarely understand how marginal tax rates spike. Just as importantly, it puts the image of the Tax Map in their heads and prepares them for the process you will use annually to help then make tax related decisions. Once they see it, they recognize how valuable good planning can be.
Income InSight is my favorite outreach resource because it helps retirees understand the full strategy behind retirement income planning. It includes a consumer-ready slide deck and script that explains:
How a retirement income plan is structured
How each income source affects the others
Why timing and sequencing matter
How decisions influence longevity, taxes, and portfolio risk
Income InSight gives you a way to show prospects how all of the pieces fit together. Its annual updates ensure your presentation reflects the current planning environment.
Hiring a firm to create consumer-facing presentations typically costs hundreds, even thousands of dollars. By including the marketing materials with Social Security Timing, Tax Clarity, and Income InSight, we are helping advisors grow without adding extra expenses.
Our purpose is simple. When advisors grow through clarity and education, the entire profession gets stronger and retirees make better decisions.
You can download everything directly through your Covisum dashboard.
Log in to your software account. Note: If you’re using the Covisum Suite, click Access Covisum Portal to continue.
Open the Marketing tab.
Select Social Security Timing, Tax Clarity, or Income InSight.
Then click on the link to download the presentation:
With the presentation in hand, you can move forward with scheduling your event. Be sure to review the content thoroughly, adjust the slides to fit your style, and begin your outreach.
Advisors who follow this approach consistently see stronger prospect engagement because attendees come to the first meeting with a clearer sense of the value behind thoughtful retirement income planning. At Covisum, our focus has always been helping you demonstrate your value in every interaction with a retiree. That includes:
Advisor-built software created to address real planning challenges
Professional marketing resources that help you reach the right prospects
Live, knowledgeable support from a team that understands how advisors work
To access the marketing materials, you will need an active software subscription for that specific tool. If you are not yet a subscriber, you can start with a 10-day free trial to explore the tools. For immediate access to the marketing kits, simply begin a subscription and start preparing your next event.
Education builds trust, and clarity inspires action. Together, they position advisors to deliver stronger retirement outcomes. Advisors who lead with education will continue to empower clients with confidence and insight.