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    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    Marketing

    On-Demand Webinar: Customizing Tax Clarity to Fit Your Practice

    on December 17, 2019 | By Lauren Laferla, Director of Communications
    We could tell you how great Tax Clarity® is, but sometimes you want to hear directly from another advisor who is using it in their practice. That's why we created a new guest webinar series! Every webinar will include insights from real Tax Clarity subscribers who love the software, use it regularly, and tailor it to their practice.
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    On-Demand Webinar: Retirement Income Streams

    Webinar

    On-Demand Webinar: Retirement Income Streams

    on December 11, 2019 | By Lauren Laferla, Director of Communications
    The singular “nest egg” is no longer relevant. People have multiple options for saving for retirement: 401(k)s, 403(b)s, IRAs, fixed annuities, certificates of deposit and more. Additionally, many working Americans receive some retirement income from either Social Security or pensions. Modern retirement planning is less about helping clients save and manage a single nest egg and more about helping them crack the right egg at the right time.
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    Growth through Marketing

    Marketing

    Growth through Marketing

    How do I grow my business with Covisum? So many advisors know that marketing is valuable. But when it comes to HOW to do it and WHAT will be most effective, the landscape can get pretty confusing. Keep reading for some actionable ideas that you can put to work right away.
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    5 Reasons You Should Try Tax Clarity Right Now

    Tax

    5 Reasons You Should Try Tax Clarity Right Now

    As 2019 starts to wind to a close, now is the perfect time to check out Tax Clarity®. The software helps you quickly identify sub-optimal situations and show clients tax opportunities. Use Tax Clarity to calculate your client's effective marginal tax rate and identify dangerous points where an additional dollar of income can create a much higher effective marginal tax rate. Here are five reasons that right now is the perfect time to start a 10-day free trial of the software.
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    Seven Tips to Help You Master Email Marketing

    Marketing

    Seven Tips to Help You Master Email Marketing

    We are all inundated with email. I personally get hundreds a day— maybe more. And I often delete many of the emails I receive without reading them (not the ones from you!). Getting face time with your prospects and clients through email can be difficult, but there are some things you can do to improve your email game. Here are seven tips to help you make your emails more effective in your financial practice.
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    Tax Cuts and Jobs Act: What Your Seminar Attendees Need to Know

    Tax

    Tax Cuts and Jobs Act: What Your Seminar Attendees Need to Know

    Addressing Tax Legislation in Your Financial Planning Seminars Significant changes brought on by the fairly recent Tax Cuts and Jobs Act (TCJA) have created some fantastic opportunities for strategic advisors. Offering a “taxes in retirement” seminar at your local library or community college, allows you to educate the public about the changes and gain some potential clients. However, the legislation is extensive and you don’t want seminar attendees to lose interest by diving into all of the details. Here are five topics that you need to address in your taxes in retirement seminar.
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    Vlog: Use the Covisum Software Suite in Your Strategy Delivery Meeting

    Video

    Vlog: Use the Covisum Software Suite in Your Strategy Delivery Meeting

    on November 20, 2019 | By Lauren Laferla, Director of Communications
    Client Strategy Delivery Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. This week, Joe focuses on how he uses the software in his plan delivery meeting to quickly illustrate his recommendations.
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    New White Paper: The Extinction of the Nest Egg

    Free Download

    New White Paper: The Extinction of the Nest Egg

    on November 18, 2019 | By Lauren Laferla, Director of Communications
    How Successful Advisors Are Adopting a Carton Approach Covisum’s new white paper, “The Extinction of the Nest Egg: How Successful Advisors Are Adopting a Carton Approach,” discusses a shift in the concept of a retirement nest egg to a carton approach. A modern retirement strategy actually reflects multiple income streams and how income is withdrawn can be tricky to navigate.
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