Blog

Retirement Delivered Conference: Registration is now open!

on May 1, 2024 | By Jackie Kleckner

Join us at the Retirement Delivered Advisor Conference on Oct 17-18 in Omaha, Nebraska, to network and grow with leaders in Tax-Efficient Retirement Income Planning. If your practice is focused on Retirement Income, this is the one conference you won't want to miss! Early-bird registration is only $795, and ends on June 15th. Regular attendee pricing is $1,200. Click here to reserve your spot!

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Video

On-Demand Webinar: Retirement Delivered - First in the 7-part series

on March 20, 2024 | By Jackie Kleckner

Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September. The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients.

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Webinar

Covisum is starting a 7-part webinar series, Retirement Delivered

on March 12, 2024 | By Joe Elsasser, CFP®, Founder and President of Covisum

Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP® will be presenting a 7-part webinar series, Retirement Delivered, showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s lives.

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Tax

Optimizing Retirement: Navigating Tax Efficiency with Covisum's EMR Methodology

on November 21, 2023 | By Katie Godbout, Vice President of Sales & Marketing

In the dynamic landscape of retirement planning, the article "Managing Taxes in Retirement using the Effective Marginal Tax Rate" published in Advisor Perspectives by Dr. Wade Pfau and Joe Elsasser, CFP®, provides valuable insights into tax-efficient distribution strategies. As the founder and president of Covisum, Elsasser has played a pivotal role in developing solutions that cater specifically to Registered Investment Advisors (RIAs) who specialize in comprehensive financial planning for mass-affluent American clients in or approaching retirement age. Read on for a summary of the article.

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Marketing

Unleashing the Power of Authentic Referrals: The Covisum Advantage

on October 16, 2023 | By Katie Godbout, Vice President of Sales & Marketing

At Covisum, we're in more than just the business of creating software. We are dedicated to creating the best retirement income planning platform for financial advisors and institutions. But we're also helping transform your advisory practice into a powerhouse of value and referrals. Our founder and president, a practicing financial advisor and Certified Financial Planner™, utilizes a game-changing approach in his own retirement income planning firm. Let's delve into the heart of it and see how our process can elevate your practice, too. At the core of this strategy are the "Three Wows." These pillars can elevate your practice and set you on a path to success. Let's look at each wow and how they can revolutionize your practice.

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Fintech

Enhance Retirement Income Planning with Our Morningstar® ByAllAccounts® Integration

on October 2, 2023 | By Katie Godbout, Vice President of Sales & Marketing

You understand the challenges of crafting personalized and effective retirement income plans for your clients. Accurate financial data is vital for making informed decisions and providing tailored advice. That's why Covisum is thrilled to announce our latest integrated solution with Morningstar® ByAllAccounts®, a leading financial data aggregation service. This integration empowers you with the tools to take your retirement income planning to the next level, delivering outstanding outcomes for your clients.

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Retirement Income Planning

Maximizing Retirement Income with Covisum's Financial Planning Suite

on June 12, 2023 | By Katie Godbout, Vice President of Sales & Marketing

Retirement is not simply a goal. It's a life transition. Retirement involves navigating different income streams, unique financial goals, and optimizing distribution options to maximize retirement income. At Covisum, we understand the intricacies of retirement planning and offer an integrated suite of products designed to address this unique phase in your clients' lives. Our suite of software solutions cover essential areas such as Social Security timing, income distribution, and tax efficiency, helping you deliver holistic retirement income strategies to your clients.

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Covisum Blog

Financial industry news, expert insights and best practices to help you grow your financial planning practice.