Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    Take the Right Steps and Grow

    Marketing

    Take the Right Steps and Grow

    You've Got Engagement, Now What? Marketing can be crucial to building an advisory practice, but attracting potential clients is only step one. The remaining steps are just as vital.
    Read
    Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

    Video

    Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

    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.
    Read
    On-Demand Webinar:  Structural Integrity in your Financial Plans

    Video

    On-Demand Webinar:  Structural Integrity in your Financial Plans

    Are you frustrated with outputs from multiple sources in your tech stack that don't agree? Many advisors have a tech stack that includes different tools from a number of software vendors. Creating structural integrity in your financial plans is imperative, and providing clients with simple, actionable communication, that even the most analytical client can get behind, will help you grow your business.
    Read
    How to Harness the Power of Educational Seminars

    Marketing

    How to Harness the Power of Educational Seminars

    on June 12, 2019 | By Mike Thurman, White Glove Co-Founder
    If you’re an advisor in growth mode, you may think your competence, professionalism and ambition are enough to help you gain new clients. While those are important elements of business success, they’re not enough to fuel true growth…particularly among all the competition from up-and-coming advisors, seasoned advisors and robo-advisors. Being competent, professional and ambitious will help you survive…but you won’t thrive.
    Read
    Roth Conversions Strategies Made Easy with Income InSight

    Tax

    Roth Conversions Strategies Made Easy with Income InSight

    Income InSight and Roth Conversions The Tax Cuts and Jobs Act significantly lowered marginal income tax rates for most people, and many advisors are evaluating Roth conversions for their clients. Income InSight® makes creating Roth conversion strategies easy by offering a multi-year Tax Map that shows key opportunities to convert. Use the software to select harvesting patterns and determine which options are the most tax-efficient. Show your clients the impact a Roth conversion has on their overall retirement, and how you can help them make tax-smart retirement decisions.
    Read
    Forbes Finance Council: Clearing Up Misconceptions About Social Security

    In The News

    Forbes Finance Council: Clearing Up Misconceptions About Social Security

    Clearing Up Misconceptions About Social Security In a recent article for Forbes Finance Council, Covisum Founder and President Joe Elsasser, CFP® clears up some common misconceptions about the Social Security program.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.

    444 Regency Parkway Dr. Suite 201 Omaha, NE 68114

    Contact Us

    SOC 2 T2 Logo

    © 2010 – 2025 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy