--- title: "Quarterly Review: What's New at Covisum" description: We just wrapped up the second quarter and have a ton of exciting software updates, new resources, and recent press to share. image: https://www.covisum.com/hubfs/Quarterly%20Review%20Whats%20New%20at%20Covisum%20%281%29-1.png --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) # Quarterly Review: What's New at Covisum [MARKETING  |  ](https://www.covisum.com/blog/topic/marketing)7/15/21 10:45 AM  |  by [Lauren Laferla, Director of Communications](https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager) # Quarterly Roundup The year is flying by! We just wrapped up the second quarter and have many exciting software updates, new resources, and recent press to share. Let’s jump right in. ## Software Updates ### **Income InSight** [Income InSight®](https://www.covisum.com/solutions/income-insight) subscribers can reallocate portfolios in the plan tab if they do not have a SmartRisk account. This functionality was previously only available to [SmartRisk](https://www.covisum.com/solutions/smartrisk) users. This planning technique allows advisors to mitigate plan failures such as portfolio longevity or failed stress tests. ![](https://www.covisum.com/hs-fs/hubfs/Screen%20Shot%202021-07-07%20at%2010-36-05%20AM-png.png?width=803&name=Screen%20Shot%202021-07-07%20at%2010-36-05%20AM-png.png) ### **Tax Clarity** We’ve updated the Tax Summary on the [Tax Clarity®](https://www.covisum.com/solutions/tax-clarityhttps://www.covisum.com/solutions/tax-clarity) PDF report to include the additional ‘Over 65’ deduction. Subscribers can now easily illustrate deductions. ![Screen Shot 2021-07-07 at 10.20.31 AM](https://www.covisum.com/hs-fs/hubfs/Screen%20Shot%202021-07-07%20at%2010.20.31%20AM.png?width=390&name=Screen%20Shot%202021-07-07%20at%2010.20.31%20AM.png)![Screen Shot 2021-07-07 at 10.23.13 AM](https://www.covisum.com/hs-fs/hubfs/Screen%20Shot%202021-07-07%20at%2010.23.13%20AM.png?width=424&name=Screen%20Shot%202021-07-07%20at%2010.23.13%20AM.png) ## ![Screen Shot 2021-07-07 at 10.21.00 AM](https://www.covisum.com/hs-fs/hubfs/Screen%20Shot%202021-07-07%20at%2010.21.00%20AM.png?width=465&name=Screen%20Shot%202021-07-07%20at%2010.21.00%20AM.png) ## Educational Resources ### Checklist: Potential Social Security Claiming Strategies for Couple For married couples, the right approach to Social Security planning isn’t always obvious or intuitive, and the best long-term decision may run counter to what your clients assume is the best method. Use this [checklist](https://www.covisum.com/ss-claiming-strategies-for-couples) to determine which strategy is right for your married clients. ### White paper: Is Time Running Out on Social Security While Social Security is a significant income source for many retired Americans, the program struggles with funding. Many industry experts have suggested that the influx of new Social Security claimants, in addition to the reduced income from fewer people working, may cause the Social Security system to run out of funds even faster than initially projected. Accordingly, many retirees are considering claiming Social Security benefits early. [Download the white paper](https://www.covisum.com/download-is-time-running-out-on-social-security) to learn: - How the possibility of benefit cuts is not reason enough to suggest that people claim Social Security early. - Why Social Security will continue to be an essential retirement income stream. - How claiming early can leave a lasting negative impact for many people. - What financial advisors can do to alleviate client concerns. - How to communicate the value of a sound Social Security claiming strategy to clients and prospects. - How to optimize clients’ Social Security claiming strategies. ### eBook: Financial Planning Seminar Topics That Will Attract Prospects Free seminars to pre-retirees are a proven way to attract prospects and convert them to clients. But for financial planning presentations to be successful, either in-person or online, you must first determine what topics will interest your ideal client. Consider partnering with subject matter experts on issues of importance to people approaching retirement in a “Retirement Transitions Series.” This [eBook](https://www.covisum.com/download-seminar-topic-checklist) highlights presentation topics routinely used by Covisum subscribers and tips for using seminars to attract prospects. ## Marketing Materials  ### Free Social Security Benefit Cut Marketing Kit Your prospects and clients may be worried about their Social Security benefits now that many industry experts suggest that the system may run out of funds faster than initially projected. Financial advisors have an opportunity to communicate their expertise to attract new clients. Download our free Social Security Benefit Cut Marketing Kit to gain access to: No software subscription is required to access the Social Security benefits cut marketing materials, but [Social Security Timing®](https://www.covisum.com/solutions/social-security-timing) subscribers may find these materials particularly helpful. ### Consumer-facing video: Changes to Required Minimum Distributions  If you’re a Tax Clarity subscriber, you now have access to a consumer-facing video about changes to required minimum distributions. You can download the video from the Tax Clarity marketing kit page.  1. Log in. 2. Click marketing on the left side of the screen. 3. Select Tax Clarity from the dropdown. 4. Scroll to the subheading labeled Videos. 5. Select Consumer-facing video, Changes to Required Minimum  [![Tax Clarity Video Resources](https://www.covisum.com/hubfs/Screen%20Shot%202021-07-07%20at%201-13-49%20PM-png.png)](https://www.covisum.com/en/paid-taxes-in-retirement-advisor-content) ## Press Covisum has been featured in numerous national and trade publications throughout the quarter. In case you missed it: - [ThinkAdvisor: To Build a Thriving Niche Practice, Learn When to Say No](https://www.thinkadvisor.com/2021/07/06/to-build-a-thriving-niche-practice-learn-when-to-say-no/) - [CNBC: Americans Are Worried Social Security Will Run Out of Money](https://www.cnbc.com/2021/07/06/many-fear-social-security-will-run-out-of-money-why-that-wont-happen.html) - [Retirement Daily: Four Questions to Ask Your Adviser About Retirement Income Planning](https://www.thestreet.com/retirement-daily/planning-living-retirement/four-questions-to-ask-your-adviser-about-retirement-income-planning) - [ThinkAdvisor: The Do’s and Don’ts of Annual Client Meetings](https://www.thinkadvisor.com/2021/06/01/the-dos-and-donts-of-annual-client-meetings/) - [Perspectives Magazine: Trusting the Planning Process](https://view.joomag.com/nailba-perspectives-winter-2020/0816559001604427762?short&) - [InvestmentNews: Pandemic’s Impact on Social Security Services, Funding](https://www.investmentnews.com/pandemics-impact-on-social-security-services-funding-205787) - [CNBC: New Web Tool Shows How Social Security Cuts Could Hit Your Wallet](https://www.cnbc.com/2021/04/23/social-security-benefit-cuts-tool-shows-how-changes-could-affect-you.html) - [ThinkAdvisor: 4 Biden Tax Proposals That Could Shake Clients’ Retirement, Estate Plans](https://www.thinkadvisor.com/2021/04/07/4-biden-tax-proposals-that-could-shake-retirement-estate-plans/) If you're a subscriber, [contact](https://www.covisum.com/contact)[ our expert support team](https://www.covisum.com/contact) if you’d like a more thorough demonstration of the updates or other resources. If you’re not a current subscriber but you’d like to learn more, start a [10-day free trial](https://www.covisum.com/trial) of the software.  [![New call-to-action](https://no-cache.hubspot.com/cta/default/2755909/064031c3-58b0-4a72-94df-d2e3473e5e42.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/064031c3-58b0-4a72-94df-d2e3473e5e42) ### Share this article [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fquarterly-review-july-2021%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fquarterly-review-july-2021%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fquarterly-review-july-2021%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fquarterly-review-july-2021%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Quarterly%20Review%3A%20What%27s%20New%20at%20Covisum) ## Related Blog Articles [ ### COLA 2026 at a glance: What’s changing? Read ](https://www.covisum.com/blog/2026-ssa-cola) [ ### software Yearly Recap and A Sneak Peek at What's in Store for 2022 Read ](https://www.covisum.com/blog/yearly-recap-and-a-sneak-peek-at-whats-in-store-for-2022) [ ### Social Security What the 2025 Trustees Report Really Means for Your Clients' Retirement Plans Read ](https://www.covisum.com/blog/2025-trustees-report) [See All Articles](https://www.covisum.com/blog) ## Covisum’s ecosystem of solutions can help you grow. [Sign Up Free](https://idp.socialsecuritytiming.com/register) ## Stay Connected Access industry news, expert insights, best practices, free downloads and more. 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