#NebraskaStrong: Flooding in our Headquarters State

Intense Winter Storm Leads to Devastating Floods 

For most of us at Covisum, we've never seen devastation from floods like we're seeing right now.

In my lifetime, my basement has flooded a time or two. It's probably happened to each of the Nebraska natives who work here. I've had a swampy back yard countless times. Flash flood warnings from The Weather Channel are a norm for us in the spring. But this year is different. 


Posted in Covisum Team, Culture

Live Software Demonstrations for Financial Advisors

Posted on June 12, 2017

Join us for a live demonstration of our software

Covisum provides financial advisors with software, training and support to deliver retirement income plans that improve the lives of clients by facilitating better retirement decisions. 


Posted in Covisum Team, Social Security, Social Security Timing, Tax Clarity, Tax Map, Training, Support

Behind the scenes at The Arrow 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.


Posted in Blog, Covisum Team, Industry Advice, Marketing, Marketing Strategies, Risk, Social Security, Tax, The Arrow Group

Grow your business through The Covisum Process

Covisum offers more than just software. 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:


Posted in Blog, Covisum Team, Marketing Strategies, Software Programs

Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line.

Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.


Posted in Acquisition, Blog, Covisum Team, In The News, Risk, SmartRisk, Software Programs

Meet Francine, our newest developer

Covisum helps you stay competitive by hiring the best. Meet our latest addition to the team, Francine

Covisum has financial savvy and the technology to back it up. How do we do it? We're staying ahead of the curve and adding to our development team.


Posted in Blog, Covisum Team

We’re adding portfolio risk to our expertise

The Quant: Renaud “Ron” Piccinini, PhD

Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets.


Posted in Blog, Covisum Team, Risk

Workshops, presentations & networking for The Arrow Group Advisors

Twice a year, Covisum hosts a special event for The Arrow Group, a facilitated peer-to-peer coaching program for successful advisors. This spring, The Arrow Group members and the Covisum team will converge in Omaha, Nebraska, for two days of presentations, workshops and networking to help advisors improve strategy, marketing, and execution.


Posted in Blog, Covisum Team, Marketing Strategies, The Arrow Group

New beginnings

We’re looking forward to a new year in a new space!

As we look back at 2016, a lot has changed. In January, we launched Covisum, which means “shared vision” and represents our commitment to help our advisors and their clients make better retirement decisions. This new company formed out of the success of Social Security Timing®, which has grown to support thousands of advisors all across the nation. In the spring, we rolled out a new product, Tax Clarity™, which is already making an impact


Posted in Blog, Covisum Team

Our team is growing

Covisum® is pleased to announce the addition of Katie Godbout as marketing strategist. From handshakes to high fives, Katie adds the right mix of smarts and smiles to the Covisum team.


Posted in Covisum Team, Marketing