White Glove Discounts on Covisum's Solutions

Webinar Marketing Kits:

Use Covisum's expertly crafted resources to help you communicate with your clients and grow your practice. Each marketing kit comes with a PowerPoint slide deck and script, professionally developed on-demand video series, talking points and more. Subscribe today and license your webinar marketing kit annually!


 

Software Solutions:

income-insight-logo-covisum

Imagine software so advanced, it can quickly and easily show the impact of different financial planning decisions on a client’s plan. Income InSight provides the structure for a systematic, scalable financial planning process and a comprehensive alternative to other programs where you piece together a plan. Replace multiple tools in your “tech stack" and understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. Plus, with a subscription to any of the Covisum tools, you get an entire support team to help you answer subject matter and software questions. Learn more Pricing

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To receive 4
0% off an annual subscription, use coupon code WhiteGlove

 


 

Tax Clarity

Tax Clarity allows an advisor to quickly diagnose client situations in which an additional dollar is withdrawn or contributed from a retirement account or a capital gain harvested from a non-qualified account would have an impact far greater than their tax bracket would suggest. Strengthen your value to clients by showing ways to make even smarter decisions about when to realize income or gain with Tax Clarity. Learn more Pricing

Get a 10-day free trial

To receive 40% off an annual subscription, use coupon code WhiteGlove


SST

A subscription to Social Security Timing® gives you access to our industry-leading, patented software and our team of Social Security experts. Social Security Timing allows advisors to sort through the thousands of Social Security claiming options and identify the one that offers the highest lifetime value to clients. The difference between what most people do and what Social Security Timing would suggest they do is often over $100,000. Learn more | Pricing

 Get a 10-day free trial

To receive 40% off an annual subscription, use coupon code WhiteGlove


Covisum SmartRisk

SmartRisk is the best solution for advisors to properly align their client’s risk tolerance with the actual risk in their portfolio. We believe a solid risk discussion is the central element of behavioral coaching, which multiple studies have quantified as delivering Advisor Alpha upwards of 1.5% annually. SmartRisk technology utilizes heavy-tailed risk models and a unique asset interaction report that ensures you have the best insights available to advise your clients. SmartRisk is powerful technology that serves the needs of advisors. Learn more Pricing

Get a 10-day free trial 

 


To receive 40% off an annual subscription, use coupon code WhiteGlove