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.