Blog (23)

Video

Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

on July 8, 2019 | By Katie Godbout, Vice President of Sales & Marketing

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.

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Video

On-Demand Webinar: Structural Integrity in your Financial Plans

on June 19, 2019 | By Lauren Laferla, Director of Communications

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.

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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.

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Tax

Roth Conversions Strategies Made Easy with Income InSight

on June 10, 2019 | By Katie Godbout, Vice President of Sales & Marketing

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.

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In The News

Forbes Finance Council: Clearing Up Misconceptions About Social Security

on June 6, 2019 | By Lauren Laferla, Director of Communications

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.

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Webinar

Live Webinar: Combatting Conflicts in Your Tech Stack

on May 31, 2019 | By Lauren Laferla, Director of Communications

Your Clients Want Clear Insights in their Financial Plan Are you frustrated with outputs from multiple sources 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. Providing clients with simple, actionable communication, that even the most analytical client can get behind, will help you grow your business.

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Covisum Blog

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

Video

Financial Planning Techniques With a Multidimensional, Holistic View of Retirement

Video

On-Demand Webinar: Structural Integrity in your Financial Plans

Marketing

How to Harness the Power of Educational Seminars

Tax

Roth Conversions Strategies Made Easy with Income InSight

In The News

Forbes Finance Council: Clearing Up Misconceptions About Social Security

Webinar

Live Webinar: Combatting Conflicts in Your Tech Stack

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