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Knowledge Base
How to Articles & Guides for all Covisum tools.
My Account
- How to Access my Covisum account
- I encountered a security violation error. How should I proceed?
- Security Violation or Request is Blocked error
- How can I cancel my subscription
- How to Change the Credit Card on Your Subscription
- How do I access the Marketing Materials?
- How Covisum Support Can Help You
Account Setup
Get Started
Data Entry
- Are There Pre-Built Model Portfolios?
- How do I enter assumptions in Income InSight?
- How do I enter a permanent life policy in Income InSight?
- How do I enter my client's income into Income InSight?
- How do I input long-term care insurance into Income InSight?
- How do I enter a Social Security benefit into Income InSight?
- How Do I Enter My Client's Accounts in Income InSight?
- How Client’s can Download a Social Security Statement and Historical Earnings XML from SSA.gov
Software Illustrations
- How does the SmartRisk portfolio comparison feature work?
- Why does my client's Social Security strategy reflect a claiming date that has already passed?
- How does the Social Security Timing break-even chart work?
- How do I show the impact of Social Security benefit cuts with Social Security Timing?
- Roth Conversions to Lifetime Effective Rate in Income InSight
- Why do I still see tax in the long-term care stress test in Income InSight?
- Can I manipulate the Results Graphs and view plan cash flows in Income InSight?
- How do I see Roth Conversion strategies?
- How Do I Compare Strategies in Income InSight?
- Can I customize a Roth conversion?
- Creating Roth conversion strategies in Income InSight