Covisum Collaborates with TruChoice to Help Financial Professionals Create Tax-Efficient Retirement Strategies

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Covisum's Tax Clarity software will allow financial professionals working with TruChoice to plan clients’ retirement income, manage withdrawals, and help minimize income taxes while gaining insight into other unseen opportunities to add dollars to the retirement strategy.

This agreement will allow financial professionals to strengthen their value to existing and potential clients by showing how to make retirement decisions in a potentially more tax-efficient way.

Today, Covisum® a financial technology company enabling thousands of financial professionals to help provide potential solutions for retirees and pre-retirees, announced a collaboration with TruChoice Financial Group, LLC (TruChoice), to provide TruChoice-affiliated, securities-registered professionals special pricing on annual subscriptions to Tax Clarity® software.

Tax Clarity will allow financial professionals working with TruChoice to plan clients’ retirement income, manage withdrawals, and help minimize income taxes while gaining insight into other unseen opportunities to add dollars to the retirement strategy. Financial professionals can quickly and easily show clients the effect of self-employment tax, the dependent tax credit, and the saver’s credit as well as the impact of Roth conversions, and harvesting tax losses or gains.

Additionally, financial professionals working with TruChoice will have access to other resources that address taxes in retirement, including:

  • Live withdrawal strategy illustrations
  • PowerPoint presentation with speakers notes
  • Brochure
  • White paper
  • Calculators
  • Income InSight® integration (multi-year Tax Maps)

“We’re very excited to work with TruChoice," said Joe Elsasser, CFP®, Founder and President of Covisum. "We appreciate their continued commitment to helping financial professionals grow, and it’s a goal we share. This agreement will allow financial professionals to strengthen their value to existing and potential clients by showing how to make retirement decisions in a potentially more tax-efficient way.”

“Tax Clarity is a perfect complement to our Marketing portfolio,” stated Brian Peterson, TruChoice President and Chief Executive Officer. “Covisum delivers a robust platform of technology with marketing to help financial professionals quickly identify sub-optimal tax situations in their clients’ retirement outlook.”

ABOUT COVISUM
Covisum®, the makers of Social Security Timing®, Tax Clarity®, SmartRisk™ and Income InSight®, powers some of the industry’s largest financial institutions and provides subscription-based software to thousands of advisors nationwide. Our team provides financial advisors with the software, training and support to deliver better retirement income plans and improve the lives of clients. As the name represents – “co” means joint or shared, and “visum” means vision – Covisum helps advisors and their clients create a shared vision of the future. For more information, visit http://www.covisum.com.

ABOUT TRUCHOICE
TruChoice is one of the largest distributors of financial services products in the insurance industry. They are designed to function as a foundation for the success of the independent financial professionals that they serve, leveraging the resources that only a large company can provide, while offering the individualized service of a much smaller one. TruChoice is committed to remaining an industry thought leader and innovator and will continue to use their unmatched service model to allow financial professionals to focus on what matters most: helping clients achieve their financial goals. Headquartered out of Minneapolis, Minnesota, TruChoice has a national footprint with locations in Ann Arbor, Michigan, Atlanta, Georgia, and Sacramento, California. For more information, please visit: http://www.truchoicefinancial.com.

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Lauren Laferla
@covisum
since: 11/2016
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