Show the impact of plan decisions on your client's retirement strategy

Income InSight® quickly and easily shows the impact of different decisions within a client's financial plan. Understand the key variables of life expectancy, tax efficiency and sequence of withdrawals. Show the impact of Roth conversions in seconds. Stress test entire strategies against a down market, an early death, a healthcare event and more. Use the software to show clients a clear view of their retirement and alternates to make better decisions about which income streams to use at which points in retirement.

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Understand tax-saving opportunities in retirement 

With Tax Clarity®, you can help clients visualize their tax landscape and quickly identify sub-optimal situations. Use the software to show clients how to make retirement decisions in the most tax-efficient way. Master the software to show the impact of Roth conversions and run multiple reports to demonstrate the tax landscape over time. 

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Optimize Social Security claiming strategies

Your clients may think that claiming Social Security benefits as early as possible is the right choice. With Social Security Timing®, you can help optimize your clients’ Social Security claiming decision and increase their retirement value by up to $100,000. 

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Evaluate portfolio risk

Clients are often blind to market risk and typically don’t have accurate downside expectations – either too conservative or too reckless, leading to suboptimal investment allocations. With SmartRiskTM, advisors can analyze portfolio risk and easily communicate with clients to help them avoid costly mistakes. 

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