Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    Charting the retirement course on Covisum's Tax Map

    In The News

    Charting the retirement course on Covisum's Tax Map

    Case Study: The Real Tax System John and Jane are married and will be filing jointly. They are both over 65 years old. They have $50,000 in combined Social Security assets, $15,000 of net long-term capital gains, and $25,000 in IRA distributions.
    Read
    Covisum featured in InvestmentNews

    Tax

    Covisum featured in InvestmentNews

    Retirement taxes are not for sissies Opportunities abound for advisers schooled in tax-efficient withdrawals Covisum's president, Joe Elsasser, was quoted in InvestmentNews. Here's an excerpt: "Taxes are a critical piece in retirement planning, yet most financial advisers avoid discussing the topic for several reasons," writes Joe Elsasser, founder of Covisum, a training and software company that helps advisers create retirement income plans through smart Social Security claiming strategies and tax-efficient withdrawals." Read the full article.
    Read
    How to approach ‘A Fine Mess’ of a tax code before Trump reform

    Free Download

    How to approach ‘A Fine Mess’ of a tax code before Trump reform

    Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.
    Read
    Closing the deal: first meeting must-do’s

    Free Download

    Closing the deal: first meeting must-do’s

    Contributed by Joe Elsasser, CFP® president of Covisum You've done it. You've created a business and marketing plan. You've promoted your seminar, successfully filling the room with the right audience. Several potential clients have reached out to you to follow up and create retirement plans for them. Success! But, wait. How will you close the deal? Preparing for your initial meeting with a prospect is critical. We break it down into easy steps.
    Read
    How to Generate the Right Leads for Your Financial Planning Practice

    Free Download

    How to Generate the Right Leads for Your Financial Planning Practice

    Recently, we talked about how to create a strategic financial advisor marketing plan. Now, let's build on that.
    Read
    Behind the Scenes: User  Group Meeting in Omaha

    Marketing

    Behind the Scenes: User  Group Meeting in Omaha

    Financial advisors from all over the country rallied in Omaha, Nebraska, April 4 and 5 at the Embassy Suites by Hilton Omaha Downtown Old Market.
    Read
    Why advisors should care about explaining risk

    Risk

    Why advisors should care about explaining risk

    Understanding and explaining risk to clients By Renaud "Ron" Piccinini, PhD Why should advisors care about explaining risk? Clients typically don't know how to feel about their portfolio returns. If they made a 5% return last year, should they feel good or bad? The answer to that question lies in the amount of risk that has been taken. Think about it like this — a young man comes home and tells his parents that he earned $500 last week. How should they feel about it? It depends. If he earned it mowing lawns, his parents should be proud. But, if he won a bet with his friends on a game of Russian roulette, his parents should have a much different response.
    Read
    Grow Your Business With Financial Advisor Technology

    Marketing

    Grow Your Business With Financial Advisor Technology

    Covisum offers more than just financial advisor technology. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:
    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