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Mar 08, 22 (Updated: Aug 30, 22)

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1. Covisum.com
Announcer Netherlands 2 years ago

Covisum creates software and provides the support financial advisors need in order to provide better answers for retirees and pre-retirees. Start with selecting ...

Social Handles

Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-07-24 23:06:56 200 127 Page Active
2024-07-17 17:11:13 200 126 Page Active
2024-07-12 03:09:46 200 126 Page Active
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2. Taxclarity.com
Organizer Istanbul, Turkey 2 years ago

Sign In. Email Address. Password. Sign in. Forgot your password?

5
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3. G2.com
Organizer 2 years ago

Covisum Social Security Timing Reviews & Product Details - G2

https://www.g2.com/products/covisum-social-security-timing/reviews

Filter reviews by the users' company size, role or industry to find out how Covisum Social Security Timing works for a business like yours.

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4. Seniormarketsales.com
Outspoken San Francisco, CA, United States 2 years ago

Joe Elsasser, CFP ® President, Covisum - Senior Market Sales

https://seniormarketsales.com/education/training-events/sales-forum/sa...

Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the ...

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5. Covisa.de
Teacher Nepal 2 years ago

COVISA CHECK. Anmelden Bitte melde Dich mit Deinen Benutzerdaten an. visibility_off. Passwort mit mindestens 8 Zeichen. 0/8. Login.

3
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6. Whiteglove.com
Guru Zagreb, Croatia 2 years ago

Tips For Turning Seminar Prospects into Clients [Plus a Free ...

https://www.whiteglove.com/post/tips-for-turning-seminar-prospects-int...

Login to Tax Clarity® usingthe login credentials that you used to access the ... Written by: Lauren Laferla, PR & Content Marketing Manager at Covisum.

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7. Capterra.com
Guru Hillsboro, OR, USA 2 years ago

Tax Clarity Pricing, Alternatives & More 2022 - Capterra

https://www.capterra.com/p/203728/Tax-Clarity/

Covisum creates world-class software that financial advisors need in order to provide better answers for clients. Combined with our marketing expertise, ...

6
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8. Cnbc.com
Outspoken Dublin, Ireland 2 years ago

New web tool shows how Social Security cuts could hit your ...

https://www.cnbc.com/2021/04/23/social-security-benefit-cuts-tool-show...

To that end, Covisum has developed a calculator to help consumers and financial advisors gauge just how impactful any Social Security ...

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9. Newspressnow.com
Critic United Kingdom 2 years ago

https://www.newspressnow.com/users/login/?referer_...

https://www.newspressnow.com/users/login/?referer_url=https%3A%2F%2Fww...
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10. Knoji.com
Explainer Arlington, VA, United States 2 years ago

20% Off Covisum Promo Code, Coupons (2 Active) Nov 2021

https://covisum.knoji.com/promo-codes/

Covisum promo codes, coupons & deals, November 2021. Save BIG w/ (2) Covisum verified coupon codes & storewide coupon codes. Shoppers saved an average of ...

5
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11. Finalsecurity.co
Editor Jaipur, Rajasthan, India 2 years ago

Covisum | Retirement Planning in Omaha NE 2021 - Final Security

https://finalsecurity.co/community-view-company.php?id=r2_7mqafxu6jy91...

Help your family connect the dots with a digital estate and legacy plan from Final Security. It's a simple and affordable way to protect your loved ones from ...

6
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12. Kitces.com
Explainer 2 years ago

The Latest In Financial #AdvisorTech (September 2020)

https://www.kitces.com/blog/the-latest-in-financial-advisortech-septem...

... of firms using separate Social Security software (such as Covisum), ... You can connect with Kyle via LinkedIn or follow him on Twitter ...

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13. Paulleecabinetmakers.com.au
Teacher 2 years ago

Social Security Timing Login - Login page

https://paulleecabinetmakers.com.au/social-security-timing-login/

Social Security Timing Login - Login page. ... https://www.covisum.com/knowledge-base/how-much-does-social-security-timing-cost.

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14. Prsanebraska.org
Informed 2 years ago

Board of Directors - PRSA Nebraska

https://prsanebraska.org/board.php

President Lauren Elisabeth Laferla Covisum · President-Elect Monique L. · Vice President - Education/Outreach LeAnne Morman · Accreditation/Ethics Chair Angela ...

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15. Wealthmanagement.com
Reviewer Erlach, Schweiz 2 years ago

Timing Social Security: A Very Personal Review of Claiming ...

https://www.wealthmanagement.com/retirement-planning/timing-social-sec...

The calculators from Covisum and Social Security Solutions require manual entry of the earnings data. The calculators allow the advisor to ...

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16. Rightcapital.com
Critic Toronto, Ontario, Canada 2 years ago

Modern, interactive features for today's financial advisors. Grow your practice and set your clients on the path to financial success.

6
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17. Lincolnfinancial.com
Guru Washington, UT 2 years ago

Lincoln Financial: Individuals

https://www.lincolnfinancial.com/public/individuals

Check out our new look and features designed with you in mind. Skip to banner sectionSkip to main contentSkip to footer · Lincoln Financial Group · Login.

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18. Sakyant.org
Scholar Dresden, Deutschland 2 years ago

www.covisum.com Login Page Detail - Social Security Timing ...

https://sakyant.org/social-security-timing-advisor?gid=e78047571fd7abf...

Go to www.covisum.com login page link to start login to www.covisum.com. www.covisum.com Login Page Detail - Social Security Timing Pricing | Covisum [Last ...

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19. Covius.com
Scholar Saalfelden am Steinernen Meer, Österreich 2 years ago

Covius Solutions Login

https://covius.com/login/

Covius Solutions Login Access our Technology Platforms Below: AppraisalGuard Covius Direct and Express (UPF) Equator Funding Suite RealEC.

5
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20. Fidelity.com
Explainer 1 year ago

If you use your SSN to log in, please create a personalized username for added security. Use the Need Help links to the right to change your login ...

3
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21. Unomaha.edu
Critic Almaty, Kazakhstan 1 year ago

Canvas | Information Technology Services - University of ...

https://www.unomaha.edu/information-technology-services/instructional-...

login to Canvas; click 'Help' (question mark icon) ... Go to https://unomaha.instructure.com/; Use your UNO NetID (Username and Password).

2
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22. Tiaa.org
Reviewer Dubai - United Arab Emirates 1 year ago

TIAA Financial ServicesInvesting, Advice, Retirement, BankingFREE - In Google Play. View. Skip to account loginSkip to main content.

1
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23. Ameriprise.com
Informed Lexington, KY 1 year ago

Check your accounts; view, store and organize important financial documents; and connect with your advisor at any time through the secure site on ...

4
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Recent Tweets By covisum

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@Covisum Value is thinking about the complexities of optimizing your clients' Social Security claiming strategy so they don’t have to. https://t.co/22ZBPQuSwB #FinancialAdvisor #RetirementIncomePlanning #FinTech #SocialSecurity https://t.co/0onlFK9Lw3
2023-01-27 12:50:00
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@Covisum Take a deep breath, and show your clients what a tax-efficient retirement plan REALLY looks like: https://t.co/xrKjN5tboy https://t.co/TEagkSFArg
2023-01-25 01:29:00
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@Covisum FinPlan Friday delivers the latest #RetirementIncomePlanning tools, techniques, and technologies #FinancialAdvisors need to add value and wow clients. Check out the FinPlan Friday library here: https://t.co/8btLqzwRHB https://t.co/JVKqKx4Kqz
2023-01-24 03:32:00
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@Covisum He hasn’t even heard about the Break Even Chart yet: https://t.co/Y5VoId54cj #FinancialAdvisor #RetirementIncomePlanning #FinTech https://t.co/lsxlb7MTU9
2023-01-23 08:52:01
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@Covisum When the economy goes south, be sure your clients have a solid tax strategy in place to minimize the impact on their retirement income: https://t.co/Qav82EObPL https://t.co/RwcYIbCroK
2023-01-20 12:14:01
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@Covisum You heard right: No. Manual. Calculations. https://t.co/alULbuYG1W #FinancialAdvisor #RetirementIncomePlanning #FinTech https://t.co/xDVJG28AFN
2023-01-20 10:51:01
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@Covisum DIY retirement income planning can cost retirees thousands of dollars in the long term. Show them what a little Tax Clarity® can do: https://t.co/0tOjaNHUEA https://t.co/mPnQ1tTAvD
2023-01-18 12:20:00
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@Covisum Get tips for demonstrating your Social Security expertise to your clients here: https://t.co/HXDhX60piR #FinancialAdvisor #RetirementIncomePlanning #SocialSecurity #FinTech https://t.co/ub1AWNawUN
2023-01-18 08:14:00
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@Covisum Tax ClarityⓇ helps #FinancialAdvisors communicate the most efficient tax strategies to clients so they avoid costly mistakes in their #RetirementIncomePlanning. Learn more: https://t.co/UD6cettKiT https://t.co/ws7dGDMDfQ
2023-01-17 12:23:00
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@Covisum Want to ensure your clients receive their full #SocialSecurity benefits? Experts suggest advising them to wait until full retirement age, between 66-67, or even age 70. Check out what our Founder and President, Joe Elsasser, CFP®, says in this @CNBC article. #RetirementPlanning
2023-01-14 07:12:00
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@Covisum Check out how Income InSight® helps #FinancialAdvisors create comprehensive retirement income strategies that include tax, income need, and Social Security: https://t.co/9EMYmtkVx6 https://t.co/JFdce7BOA4
2023-01-13 08:09:01
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@Covisum Tax Clarity® makes your value crystal clear: https://t.co/VncQJrYVpb #FinancialAdvisor #RetirementIncomePlanning #FinTech https://t.co/uF0vHPEG9h
2023-01-12 05:11:01
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@Covisum She’s not wrong. Tax Clarity® makes it easy to show clients the value you provide. https://t.co/4F32bhhLhQ #FinancialAdvisor #RetirementIncomePlanning #CPA #FinTech https://t.co/qoHyGCCAl0
2023-01-11 03:19:00
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@Covisum #FinancialAdvisors can help clients prepare for high inflation with stress testing and Social Security optimization. Learn more here: https://t.co/YVycVNjsSS #RetirementIncomePlanning #FinTech
2023-01-10 08:01:59
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@Covisum ⚠️ financial advisors: the SECURE Act 2.0 has been signed into law, bringing some significant changes to retirement planning. Stay up to date on these changes and how you can use them to benefit your clients. https://t.co/fyTv2Iv3Aa #retrirementincomeplanning #secureact2
2023-01-10 05:03:00
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@Covisum No strings. No kidding. https://t.co/Jn4kIL25W5 #FinancialAdvisor #RetirementIncomePlanning #FinTech https://t.co/Z3O58gVOVr
2023-01-09 03:23:01
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@Covisum Seriously. What’s that all about? https://t.co/pIBW8vS5KY #FinancialAdvisor #RetirementIncomePlanning #FinTech https://t.co/C6XhPzrYZw
2023-01-07 12:45:01
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@Covisum Do you have a plan in place to help your clients weather a market downturn? These retirement tax strategies can help: https://t.co/Uhk0Me2XFK https://t.co/PM4t77vHCY
2023-01-05 05:10:02
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@Covisum FinPlan Friday helps #FinancialAdvisors keep a finger on the pulse of the #RetirementIncomePlanning industry with a monthly deep dive into the topics you need to succeed: https://t.co/hMnnySXIIy
2023-01-02 05:13:59
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@Covisum If only everything was as easy as using our Product Matchmaker to find your perfect #RetirementIncomePlanning software: https://t.co/3LzmSbbKkZ. #FinancialAdvisor
2022-12-30 05:06:00
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@Covisum May your new year be filled with happiness and success in 2023! Our office will be closed Jan. 2 and will resume normal business hours on Tuesday, Jan 3 at 7:30 am CT. You can find answers to frequently asked questions in our online Help Center. https://t.co/d7Ztr40QDn https://t.co/LXxKW5yFZn
2022-12-30 01:26:00
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@Covisum In 2022, readers spent a lot of time learning about financial planning best practices, financial technology, and attracting new prospects. Check out this recap of the 10 blog posts our readers found most impactful over the past year. https://t.co/YcM24KBclE #fintech https://t.co/NOYlyr8xIv
2022-12-29 08:04:00
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@Covisum Learn four ways #fintech allows #FinancialAdvisors to help clients make intelligent, informed retirement income decisions: https://t.co/IwaXZa5MYY #RetirementIncomePlanning
2022-12-27 08:10:00
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@Covisum ’Tis the season to make sure your technology is ready for the new year. Here are 3 capabilities your #FinancialAdvisor tech stacks needs to demonstrate value to your #RetirementPlanning prospects and clients: https://t.co/vYVrKpbxGx #FinTech
2022-12-26 08:07:59
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@Covisum If your client’s big retirement strategy is claiming Social Security and dipping into their 401(k) as needed, it’s time to show them what fintech can do: https://t.co/odzInjvRQV #FinancialAdvisor #RetirementIncomePlanning
2022-12-26 02:48:00
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@Covisum Enjoy the holidays! (Tax season is right around the corner.) #RetirementIncomePlanning #FinancialAdvisor #FinTech https://t.co/Wg4KdSVaJK
2022-12-25 05:06:01
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@Covisum Make 2023 your best year yet! Here are 3 things your #FinancialPlanning tech stack should do to optimize your clients’ #RetirementIncomeStrategy and demonstrate your value: https://t.co/9CRQLCD3pD #FinTech
2022-12-23 00:00:00
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@Covisum Wishing you and your family a wonderful holiday season! We will be closed Dec. 26 and will resume normal business hours on Tuesday, Dec. 27 at 7:30 am CT. You can find answers to frequently asked questions in our online Help Center. https://t.co/UQja5n8Efr https://t.co/NXe7HjjyEG
2022-12-23 00:00:00
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@Covisum Want to learn how to deliver smart strategies that increase your clients’ spendable retirement income? Get the details here: https://t.co/hWCLvRjhIQ #RetirementIncomePlanning #FinancialAdvisors
2022-12-22 00:00:00
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@Covisum #Roth conversions might be the secret ingredient your clients’ #RetirementPlanning strategy needs. Watch this on-demand webinar to learn more: https://t.co/g9AC9D4S8B #FinancialAdvisor https://t.co/dnmrudcyim
2022-12-21 00:00:00
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@Covisum #SocialSecurity benefits are in a constant state of flux. Social Security Timing® can help #FinancialAdvisors predict, react, and adjust to changes and optimize clients’ claiming strategies: https://t.co/Ih1IuMxBlX https://t.co/G2p9FiZUMS
2022-12-19 00:00:00
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@Covisum Answer a few questions to help us identify your strengths and challenges ... POOF! Instant match to the #RetirementIncomePlanning solution you’ve been looking for. If only everything was this easy: https://t.co/ypX21Ruy1l #FinancialAdvisor
2022-12-16 00:00:00
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@Covisum Nope. Nope. Nope. https://t.co/IvjSFZirFj #FinancialAdvisor #RetirementIncomePlanning https://t.co/DU3vhgdNvj
2022-12-15 00:00:00
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@Covisum How is your web presence as prospects look for someone to help them with their finances? Now is the time to reevaluate your digital marketing strategy. Learn how in this Perspectives Magazine article from @KatieAGodbout. https://t.co/VavqsTHHGa
2022-12-14 00:00:00
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@Covisum ICYMI- Here is a useful @ThinkAdvisor article written by Covisum® Founder and President, Joe Elsasser, CFP®. Learn how the 2023 Social Security cost-of-living-adjustment could affect what your retired clients pay in taxes. https://t.co/Pu0W4HOTAS #financialplanning
2022-12-13 00:00:00
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@Covisum But, is it really even a choice? https://t.co/6X1Ti76q7p #FinancialAdvisor #RetirementIncomePlanning https://t.co/VLdv22K1uP
2022-12-12 00:00:00
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@Covisum Last month @ThinkAdvisor joined us for our webinar where Joe Elsasser, CFP®, discussed which retirement tax strategies #financialadvisors should try during an economic downturn. Read their recap 👇 https://t.co/Kq6Vl505ze #financialplanning
2022-12-08 00:00:00
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@Covisum Your clients called. They want you to stop crunching numbers manually and use Income InSight®: https://t.co/iLp2AgnGA6 #FinancialAdvisor #RetirementIncomePlanning #FinTech https://t.co/WK5jtvEzkg
2022-12-08 00:00:00
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@Covisum Aaaand, I’m out: https://t.co/XluWKbg8gg #FinancialAdvisor #RetirementIncomePlanning https://t.co/C9QSVrO9Gm
2022-12-06 00:00:00
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@Covisum Check out the latest #retirement income planning news and updates each month in our #FinPlanFriday blog post: https://t.co/oEsFEeV1fG https://t.co/yMiTypokRi
2022-12-02 00:00:00
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@Covisum Help clients navigate #WidowBenefits and optimize their Social Security claiming strategies: https://t.co/8GBpfeHbw3
2022-11-30 00:00:00
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@Covisum Your prospects use online research to influence their decisions, including who helps them with their finances. Use this opportunity to show them the value they are looking for. Learn how in this Perspectives Magazine article from @KatieAGodbout https://t.co/l3J4DWeRAO https://t.co/FqMMoYevk6
2022-11-29 00:00:00
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@Covisum Be the trusted #advisor your clients need. Social Security Timing® can help you optimize Social Security claiming strategies and course correct as needed: https://t.co/G00ySEoDjq https://t.co/EiX32FlAhe
2022-11-28 00:00:00
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@Covisum Head over to the Covisum blog for the latest news and insights about #FinancialAdvisor lead gen and more. https://t.co/bOaQ7b6YTM #RetirementIncomePlanning https://t.co/FiOgw7bNnw
2022-11-25 00:00:00
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@Covisum Today and every day we are thankful for our subscribers! Our office is closed today and tomorrow so our staff can enjoy the holiday weekend with family and friends. But you can click the link below to find answers to frequently asked questions. 🍂 https://t.co/HkoQpkY6hx https://t.co/VyoK0pqhmh
2022-11-24 00:00:00
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@Covisum I know which one I’d choose ... https://t.co/nFUoQxlkg8 #FinancialAdvisor #RetirementIncomePlanning https://t.co/sUCB25SOyK
2022-11-23 02:47:00
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@Covisum Take your IRA, 401k, pension, and run: https://t.co/cpsXyWRTdh #FinancialAdvisor #RetirementIncomePlanning https://t.co/G1n3oh5V6d
2022-11-22 02:45:00
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@Covisum This useful @CNBC article outlines what the 8.7% cost-of-living increase will look like for monthly Social Security benefit recipients in 2023. Read the full article here. https://t.co/9qIAfcEdUU
2022-11-21 07:42:00
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@Covisum Even your old friends from Math Club would tell you to use Income InSight® for #RetirementIncomePlanning : https://t.co/IzRVmH3mkc #FinancialAdvisor #FinTech https://t.co/JVsxPEXl5e
2022-11-21 03:33:00
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@Covisum Our recent webinar highlighting which retirement tax strategies #financialadvisors should try during an economic downturn was covered by @ThinkAdvisor. Read their recap 👇 https://t.co/WHjf4wrQqQ #financialplanning
2022-11-19 10:51:00
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@Covisum Financial advisors can download “Roth Conversion Essentials” for quick reminders about when conversions make sense: https://t.co/q0jAKh9rMg #RetirementIncomePlanning #FinancialAdvisors https://t.co/4F5VS7kgvv
2022-11-18 05:04:01
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@Covisum We think Tax Clarity is an incredibly helpful resource for advisors, but you don't have to take our word for it. Read honest reviews from real Tax Clarity subscribers. #fintech #financialplanning https://t.co/r8BU1x7rmo https://t.co/lnOeWGopsG
2022-11-17 02:42:38
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@Covisum This helpful @CNBC article shows how retirees can minimize taxes while receiving an 8.7% increase to their Social Security benefit. Take a few minutes to read the full article. https://t.co/pTdjjGAO0Q
2022-11-16 08:41:59
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@Covisum Social Security Timing® can help #FinancialAdvisors increase clients’ #RetirementValue up to $100K. Learn more: https://t.co/BUIpmtTkxp
2022-11-16 05:10:00
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@Covisum Take the Product Matchmaker assessment and find out how to give your clients some relief: https://t.co/re6Io1FVY3 https://t.co/LLeFZ9uKCs
2022-11-15 05:08:01
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@Covisum The Covisum team spent Friday morning packing boxes for the BackPack Program at the @Food4Heartland. The Food Bank partners with area schools to offer packs of nutricious weekend meals to children in need. We assembled 1,328 bags of food to feed hungry children in our community. https://t.co/kMtAxZLqiT
2022-11-14 08:06:02
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@Covisum Be the trusted #FinancialAdvisor your clients need in stressful times: https://t.co/UKAKyfrMiV #RetirementIncomePlanning https://t.co/bd5092Iwxp
2022-11-14 05:06:01
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@Covisum Don't forget to register for Tuesday's webinar! Advisors, join us at 1 p.m. CT for an informative presentation on smart tax strategies. There will be 10-15 minutes for questions, and all registrants will receive a copy of the recording. https://t.co/OPaT3jOd94 https://t.co/nmpcHWZkfG
2022-11-13 10:49:01
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