Your job is to create a retirement withdrawal strategy that meets the specific long-term goals of each client while also taking into consideration variable stressors like record-high inflation and looming tax rule changes.
Covisum’s suite of specialized retirement income planning software, including Income InSight® , Tax Clarity®, Social Security Timing®, and SmartRisk™ allows enterprises to add value and grow their business by offering clients comprehensive retirement income planning services that they can build on over time.
Covisum's software is designed specifically for retirement income planning, and financial advisors who use it to present comprehensive plans to your clients add value in multiple ways. For example, Income InSight uses impactful visuals (see chart) to show clients how your plan compares to their baseline financials. As the software optimizes the client’s retirement income strategy, the interface clearly shows how the value of the estate increases, and problem areas go from red to green as issues are resolved.
Covisum solutions also allow financial advisors to seamlessly transition client conversations from Social Security benefits to tax-efficient planning to Roth conversion opportunities to income withdrawal discussions, making plan changes and illustrating the impact of those changes along the way.
Financial advisors need new products to attract prospects and grow their offerings to retain existing clients.
Covisum makes it easy to expand your financial planning business with a continuous supply of new and value-add services, such as Social Security optimization, Roth conversions, and tax mapping.
✓ Create more valuable retirement strategies with side-by-side comparisons
✓ Stress-test an entire strategy against a down market, early death, Social Security benefits cut, and long-term health care event
✓ Show clients how Roth conversions can improve their retirement situation
✓ Give clients a year-by-year cash flow analysis
✓ Uncover hidden opportunities to create more valuable retirement income strategies
✓ Quickly and easily identify Roth conversion opportunities
✓ Showcase alternate tax strategies with comparisons
✓ Suggest strategies to avoid tricky tax situations
✓ View the tax landscape for any given year
Whether you are an enterprise financial planning generalist looking to add service offerings or you want to become a retirement income planning specialist, Covisum’s suite of software solutions has you covered.
We’re great at building relationships. Isn’t that the foundation of financial planning?
We want to help more businesses just like yours implement Covisum’s powerful retirement income planning technology to meet the very specific requirements of enterprise-level financial planning organizations.
Whether you are looking to add value to your existing services or become a retirement income planning specialist, Covisum’s suite of solutions will set up your organization for success.
Let's talk. That's it--no strings attached.
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