Grow your business through The Covisum Process

Covisum offers more than just software. We’ve developed a process that involves training and support to set you up for success. Covisum believes in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports and aligned interests. And we’ve got a proven process to help our customers succeed. Read more about Grow your business through The Covisum Process[…]

Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line. Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based Read more about Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools[…]

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[…]

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?[…]

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![…]

Lauren DeGroot, Arrow Group member

Lauren DeGroot is an associate advisor at Sequent Planning, LLC, an Omaha-based investment advisory and financial planning firm. Her practice is focused specifically on helping people with major retirement-related decisions, including when to take Social Security, when to draw from various retirement accounts and how to manage risk and taxes throughout retirement. As a member Read more about Lauren DeGroot, Arrow Group member[…]

Dijana Cenic. All Rights Reserved.