A Shared Vision

Joe Elsasser, Founder and President of Covisum, a financial tech company that provides a suite of retirement planning softwares, understands that being a financial advisor is hard, so he and his team are here to make it easier. Learn more about how to use AFEA and Covisum to “connect your marketing to your fulfillment”

Get Some Help

In this segment, Kaeleen and Katherine discuss the importance of using an assistant before, during, and after your classes. We dive deep into the roles this person can play and how they can help you maximize your opportunities.

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Covisum Discount Codes

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CODE: afea