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    Consumer Marketing Materials for Retirement Income Planning

    Software, Seminars, and Webinars to Help Financial Advisors Attract New Clients and Grow Advisors, are you ready to reach new prospects? With so many options available to them, retirees are looking for a financial advisor who is knowledgeable and trustworthy. Offering complimentary retirement income planning seminars (virtually or in-person) to help educate your community helps you build credibility as a retirement income expert and establishes trust. We make hosting this event so much easier, saving our advisors time and money!

    Tax Clarity

    Highlighting Tax Clarity: A Win for You and Your Clients

    In 2022, financial advisors are taking on more tasks, from frequent client meetings and understanding market fluctuations to staying on top of potential legislation changes. They’re also largely responsible for bringing in new prospects and growing their practice. Financial advisors must continually learn and adapt without sacrificing their ability to provide outstanding service to their clients. Covisum’s Tax Clarity® offers many advantages to financial advisors when creating comprehensive retirement income plans for clients. With the ability to carry out complex calculations and factor in relevant tax laws, income thresholds, different scenarios, and more, Tax Clarity can showcase the value of your financial services.


    3 Things Your Financial Planning Tech Stack Should Do

    A technology stack, or tech stack, refers to any tools, apps, platforms, and software used by a financial planning practice to oversee its daily operations, performance, and more. 


    How Tax Clarity and Income InSight Build Better Retirement Income Strategies for Your Clients

    The right financial planning software provides numerous benefits for financial advisors and their clients. Unfortunately, using the wrong tools can lead to missed opportunities. Tax laws, regulations, and stipulations are always changing, and effective software must have the ability to adjust and adapt, plan for unexpected life events, prepare for possible financial emergencies and utilize various tax strategies.


    Yearly Recap and A Sneak Peek at What's in Store for 2022

    A 2021 Recap and a Look Forward to 2022 The past year has been a busy one here at Covisum. Check out the video below for a closer look at changes, updates, and new releases over the past year and what you can expect to see from our team in 2022.

    Income Planning

    The Right Retirement Income Planning Software Can Make or Break Your Business

    Comprehensive, well-built retirement income planning software provides benefits to both financial advisors and their clients. Financial advisor software empowers advisors to demonstrate their value to clients by building easy-to-understand retirement strategies, from complex tax or income calculations to cash flow breakdowns. The right financial advisor software should include features to help clients through every step of the retirement income planning process, including:

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