Financial Planning Techniques With a Multidimensional, Holistic View of Retirement
Katie Godbout, Director of Sales & Marketing
July 8, 2019
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.
The Covisum Suite helps you show your clients your expertise. The reports clearly communicate how long your clients' money will last and the impact (in dollars) your advice has on their strategy. Help your clients decide which account to harvest retirement funds from and when and show the impact of Roth conversions. Having the entire suite of products gives your clients a clearer view of their retirement strategy and the combination of financial planning techniques you're using. Use one tool or any combination of the tools and start building your business with better answers to your clients' biggest retirement questions.
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.