Grow your business by showing prospects and clients tax-saving opportunities in retirement

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You don’t have to be a tax expert to help clients avoid tax pitfalls in retirement and show them money that otherwise would go to taxes.

The powerful software does the complicated calculations for you.

Experts are available to answer questions.

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How Tax Clarity® Grows Your Business

Attracts prospects with proven marketing resources

 

Including a client-facing PowerPoint presentation for virtual or in-person educational workshops and appointments.

Reveals tax savings and pitfalls with easy-to-understand graphics

Positioning you to show prospects and clients how their withdrawal decisions can result in higher taxes or save them money.

Shows prospects and clients the value of working with you

Securing you to carefully plan their retirement income, manage withdrawals and minimize income taxes for years to come.

loyal, lifetime clients + word-of-mouth referrals = your business growth

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A Senior Market Sales® Exclusive

Free to contracted insurance and financial planning professionals who qualify.

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Proven Marketing Materials

Attract prospects with a client-facing educational workshop proven to turn leads into appointments.

A Senior Market Sales® Exclusive

Free to contracted insurance and financial planning professionals who qualify.

Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. This article is intended solely for general educational purposes. It is not intended for the purpose of providing specific legal, accounting, tax or other professional advice to any particular recipient. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide.