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Joe Elsasser: Founder and President of Covisum a SaaS Fintech Company.
Covisum help advisors and their clients create a shared vision of the future. Their suite of financial planning tools, Social Security Timing, Tax Clarity, and, SmartRisk, financial advisors can take a multidimensional, holistic view of retirement for their clients. The company enhances their software services by offering expert training and awesome support. And the firms community of like-minded advisors enables members to leverage each other’s knowledge and experience to enhance their business practices, expertise, and centers of influence.
Joe created and patented a software program back in 2011 called Social Security Timing.
Joe has helped thousands of financial advisor clients identify optimal Social Security claiming strategies for their clients. He also co-authored the book “Maximize Your Social Security.” Joe has been involved in the financial services industry since 2001 as an advisor, a marketer and a coach. He was also the Director of Advisory Services for Senior Market Sales, Inc. The same company that owns a majority stake in Covisum and purchased Joe’s financial planning business, Sequent.
Joe has been featured in the Wall Street Journal, US News & World Report, CBS MoneyWatch, Investment News, Morning Star, Reuters, New York Daily News and other respected media outlets.
Why did the software catch on so quickly well pensions have been disappearing over the last decade, markets can be seen as unreliable so social security is even more critical for families to create a lifetime income stream in retirement. Joe let’s us know how critical the choices available and how the consequences of those choices can actually derail our retirement. The software compares every possible election strategy available to married couples, single people, divorced people, widows, government employees and even those who have already elected and generates a full report incorporating multiple possible ages of death, cost of living adjustments, including claiming instructions, cash flow report, income gap report, and more.
Forbes article Three Reasons A Gig Economy is Overvalued by Jay Elsasser
Senior Market Sales of Omaha, NE majority owner of Covisum.
The Courageous Follower by Ira Chaleff.
Joe loves the connections he gets from using the LinkedIn App.
A powerful quote that Joe liked:
“If not us, then who? If not now, then when” ― John Lewis
Jason M. Lemkin, Founder, SaaStr
Leads a social community of 500,000+ SaaS founders and executives and over 3,000,000 views a month dedicated to sharing the best learnings, insights and practices around building and scaling SaaS businesses. From nothing, to Initial Traction, to Initial Scale, and beyond.Paying back and sharing key learnings (hard knock and otherwise) from going from $0 to $100m in SaaS.Continuing to work on ways to do this bigger and more effectively than ever.Puts on www.SaaStrAnnual.com and SaaStrEuropa.com for over 12,500+ SaaS Founders. #1 enterprise & SaaS blog / content / writer on Quora.
3 Main Takeaways
- Pick up the telephone its not all about the software.
For those in transition like getting ready to retire don’t be to overly confident in those things that we take for granted like taxes or social security they seem basic but good advisors can really add value in these areas
As a business owner think about what your business will look like in five years really visualize it and if each decision or step you are taking does not get you closer to that vivid picture don’t take the step unless it gets you to where you must be in five years.