Workshops, presentations & networking for The Arrow Group Advisors

Twice a year, Covisum hosts a special event for The Arrow Group, a facilitated peer-to-peer coaching program for successful advisors. This spring, The Arrow Group members and the Covisum team will converge in Omaha, Nebraska, for two days of presentations, workshops and networking to help advisors improve strategy, marketing, and execution. Members of The Arrow Group also Read more about Workshops, presentations & networking for The Arrow Group Advisors[…]

Meet Bill Corley, member of The Arrow Group

Bill Corley is a Certified Financial Planner at Corley Investment Management located in Folsom, California. William Corley, CFP®, has specialized in helping people with their retirement income issues for more than 25 years. For the last two years he has extensively worked with people on their Social Security issues. He has attended Covisum’s The School Read more about Meet Bill Corley, member of The Arrow Group[…]

The School: improving lives through better retirement decisions

Financial advisors, now more than ever, must demonstrate value to clients in order to maintain and grow their businesses. But how? Broaden your expertise Improving lives through better financial decisions means advisors need to be current on Social Security rules, tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ Read more about The School: improving lives through better retirement decisions[…]

How deductions and exemptions can snowball

  Are you really providing tax-efficient retirement advice, or just lip service? Understand how taxes really work so you can help clients avoid common tax pitfalls. The federal income tax system in the United States is progressive, meaning individuals or couples with lower levels of “taxable income” pay a lower rate than those with higher Read more about How deductions and exemptions can snowball[…]

Social Security strategies in 2017

Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on Financial-Planning.com in, “Social Security savviness still pays off.” From the article: Elsasser thinks that Social Security remains a valuable specialty. “I believe this is still a viable concentration area for advisers, particularly over Read more about Social Security strategies in 2017[…]

How can financial advisors add significant value for clients?

Financial advisors have a great opportunity to help clients harboring misunderstandings of common systems with significant financial impact. Using education and visualization of these systems, it’s possible for advisors to add significant value to their client’s lives. We recently wrote about how Social Security claiming strategies can still offer a significant savings – $114,000 on average. Read more about How can financial advisors add significant value for clients?[…]

New beginnings

We’re looking forward to a new year in a new space! As we look back at 2016, a lot has changed. In January, we launched Covisum, which means “shared vision” and represents our commitment to help our advisors and their clients make better retirement decisions. This new company formed out of the success of Social Security Timing®, Read more about New beginnings[…]

Help — I need somebody!

The Covisum support team is here for you, when “not just anybody” will do. One of our founding principles is to provide awesome support for our subscribers. One way we do that is through our expert support team. As experts in our software programs and the complex rules our software helps navigate, you can count on us Read more about Help — I need somebody![…]

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