Training to pick up where technology leaves off
Covisum offers The School so that you can get retirement income training that incorporates Social Security and tax planning online, when it’s convenient for you. The course also satisfies the training requirement to join The Arrow Group, a select group of advisors.
- Learn how to address tax issues, risk management and how to supplement Social Security income by efficiently harvesting clients’ other assets
- Learn from real-life case studies taught by the creator of Social Security Timing®
- License the training for one year and learn at your own pace
- Receive The School content without the expenses of travel
The Arrow Group
If you’re looking for a way to distinguish yourself as the best in your area, The Arrow Group membership is it. Advisors must meet certain prerequisites to join. The School online provides a convenient way for you to satisfy the training requirement with a successful passing grade — 70% or higher — on the open-book exam.