When you subscribe to any one – or more than one – of our software solutions, we will train you on how to use the tool. Access to our live expert support team is included with your subscription. Our support team can help you with case questions as well as coach you on how to communicate your value based on the reports.
With your paid subscription, we provide a field-tested seminar presentation specific to the content in the software – you get a different seminar with each software subscription. These presentations position you as the expert that your community needs and help you differentiate your practice.
Many of our advisors use educational seminars to attract new clients. We provide numerous resources, free of charge, to help support these efforts:
We also provide several free resources specific to marketing your financial practice online, including:
Provide more to your existing clients when you learn how to transition them from one aspect of financial planning to a comprehensive strategy. Right now, the topic of taxes is top of mind for consumers. Learn how to leverage technology to benefit your existing business, helping your clients add value to their bottom line. Covisum produces numerous free, educational webinars, including:
Think of our support team as an extension of your team. After you take a trial or purchase, if you have questions about the software or reports, our expert support team is available Monday - Thursday from 7:30 a.m. to 5 p.m. and Friday 7:30 a.m. to 2 p.m. Central Time at 877.844.7213 or via email at email@example.com. You also have 24-hour access to our knowledge base.
Here's the link to take a free trial of Social Security Timing.
Here's the link to take a free trial of Tax Clarity.
Here's the link to take a free trial of SmartRisk.
Here's a link to take a free trial of Income InSight.