How Do I Compare Strategies in Income InSight?

From the Income InSight results screen, click on the plan tab, select a plan to add and click save, then click compare.


Income Insight - Compare - V2


Review the plan case versus the base case for these questions:

  1. How long will the money last?
  2. What percentage of the income need is met through the client's lifetime?
  3. What's the net, after tax value of the client's estate that can be left to the people or causes the client cares about?

Compare plans side-by-side:

Review the reports and then click "compare" in order to see the base case and the plan case side-by-side.

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Take a deeper or closer look:

If you want to see the cash flows, click the dollar sign icon on any chart. If you want to see the chart in full screen, click the icon with two arrows on any chart.

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