Training to pick up where technology leaves off
Covisum offers The School so that you can get retirement income training that incorporates Social Security and tax planning online, when it’s convenient for you.
- Learn how to address tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ other assets
- Learn from real-life case studies taught by the creator of Social Security Timing®
- License the training for one year and learn at your own pace
- Receive The School content without the expenses of travel
- Read what our clients are saying.
Want to learn more? Check out our frequently asked questions.
The content in The School was believed to be accurate at the date of publication (November 2016). The course has not been, nor will it be, updated to include changes based on the Tax Cuts and Jobs Act or any other legislation or changes in the market since publication. However, the case studies and educational information is believed to remain conceptually true. Advisor bears full responsibility for compliance with local laws and with any requirements set forth by your specific registrations (including FINRA, SEC, State Insurance Departments, State Boards of Accountancy or State Bar Associations). Covisum is not endorsed by or affiliated with the United States government, the Social Security Administration or any other federal agency.