Covisum® Founder and President, Joe Elsasser, CFP®, recently launched the first of a 7-part webinar series scheduled monthly through September. The series focuses on highlighting the framework used by top advisors to grow their practices by delivering dramatic value to their clients ..read more

Beginning March 14th and running monthly through September, Founder and President of Covisum Joe Elsasser, CFP® will be presenting a 7-part webinar series, Retirement Delivered, showcasing the framework that top advisors are using to deliver dramatic value to clients, grow their practices and feel good about the impact they make in their client’s lives ..read more

In the dynamic landscape of retirement planning, the article "Managing Taxes in Retirement using the Effective Marginal Tax Rate" published in Advisor Perspectives by Dr. Wade Pfau and Joe Elsasser, CFP(R), provides valuable insights into tax-efficient distribution strategies. As the founder and president of Covisum, Elsasser has played a pivotal role in developing solutions that cater specifically to Registered Investment Advisors (RIAs) who specialize in comprehensive financial planning for mass-affluent American clients in or approaching retirement age. Read on for a summary of the article ..read more

At Covisum, we're in more than just the business of creating software. We are dedicated to creating the best retirement income planning platform for financial advisors and institutions. But we're also helping transform your advisory practice into a powerhouse of value and referrals. Our founder and president, a practicing financial advisor and Certified Financial Planner™, utilizes a game-changing approach in his own retirement income planning firm. Let's delve into the heart of it and see how our process can elevate your practice, too.  At the core of this strategy are the "Three Wows ..read more

You understand the challenges of crafting personalized and effective retirement income plans for your clients. Accurate financial data is vital for making informed decisions and providing tailored advice. That's why Covisum is thrilled to announce our latest integrated solution with Morningstar® ByAllAccounts®, a leading financial data aggregation service. This integration empowers you with the tools to take your retirement income planning to the next level, delivering outstanding outcomes for your clients ..read more

Retirement is not simply a goal. It's a life transition. Retirement involves navigating different income streams, unique financial goals, and optimizing distribution options to maximize retirement income. At Covisum, we understand the intricacies of retirement planning and offer an integrated suite of products designed to address this unique phase in your clients' lives. Our suite of software solutions cover essential areas such as Social Security timing, income distribution, and tax efficiency, helping you deliver holistic retirement income strategies to your clients ..read more

As a financial advisor, delivering value to clients goes beyond providing financial guidance—it's about building trust and confidence in the face of complex decision-making situations. While you already wear multiple hats, including educator, behavioral coach, and financial expert, the key lies in creating a systematic approach that ensures consistent value delivery ..read more

As a financial advisor who focuses on retirement income planning, you know that delivering value to your clients is essential to your success. The market is saturated with ineffective software and tools, so how can advisors showcase the value they deliver? The most successful advisors are showcasing their value through clear reporting, high-quality service, and by demonstrating their expertise. Covisum can help.  ..read more

Income InSight and Social Security Timing Updated The Social Security Board of Trustees recently released its annual report on the financial status of the Social Security Trust Funds. According to the projection, the fund is expected to run out by 2033, leaving only 77 percent of the scheduled benefits payable. The latest projection date is one year earlier than the previous year’s forecast. Financial advisors using Social Security Timing and Income InSight already have the updated stress tests reflected in their software. Log in now and try it ..read more

Are you a financial advisor who wants to learn more about Roth conversion automation and how to differentiate your practice? Then join us for an informative webinar presented by Joe Elsasser, CFP®, Founder and President of Covisum and a practicing financial advisor, on March 22, 2023, at 1 p.m. Central Time ..read more