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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.
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.
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.
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.