The Arrow Group member feature: Jeremy Armagost

Jeremy Armagost, CFP® RICP® has earned his Master’s Degree in Financial Planning from the College for Financial Planning. He has also earned the RICP® designation which is an advanced designation dealing with retirement income planning. Prior to his financial planning career, after graduating from the Air Force Academy, he spent 10 and a half years as Read more about The Arrow Group member feature: Jeremy Armagost[…]

Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals. OMAHA, Neb. (Feb. 21, 2017) – Two companies are joining forces to offer financial advisors powerful risk analytics with retirement planning solutions. PrairieSmarts’ advanced risk management platform for financial services professionals has been acquired Read more about Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools[…]

We’re adding portfolio risk to our expertise

The Quant: Renaud “Ron” Piccinini, PhD Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets. Prior to joining Covisum, Ron co-founded PrairieSmarts, a software business created to Read more about We’re adding portfolio risk to our expertise[…]

Calculator figures how much social security benefit is taxable

Are you able to explain to this growing clientele how their benefits are taxed? Our calculator helps. The proportion of beneficiaries who must pay income tax on their Social Security benefits has risen over time and will continue to grow. With more people impacted by these taxes, it’s important that you’re able to explain how Read more about Calculator figures how much social security benefit is taxable[…]

Marketing strategy for financial advisors

How should financial advisors market their services? Four steps to achieve success Katie Godbout,  Covisum Marketing Strategist Getting in front of new clients to grow your business can be a challenge in any industry, but it is especially true in retirement planning. So, how can you successfully grow your business? I suggest starting with a solid Read more about Marketing strategy for financial advisors[…]

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[…]

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