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Income InSight
Software
Income InSight
How to use the software
Training
Compliance
Financial terms explained
Social Security Timing
How to use the software
Training
Compliance
Financial questions explained
Tax Clarity
How to use the software
Training
Compliance
Financial terms and questions explained
SmartRisk
Training
What does the software analyze?
Understanding the Reports
Model Portfolios
Financial questions explained
Compliance
Marketing
Training & Support
Training
Support
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Help Center
Income InSight
Software
Income InSight
How to use the software
Training
Compliance
Financial terms explained
Social Security Timing
How to use the software
Training
Compliance
Financial questions explained
Tax Clarity
How to use the software
Training
Compliance
Financial terms and questions explained
SmartRisk
Training
What does the software analyze?
Understanding the Reports
Model Portfolios
Financial questions explained
Compliance
Marketing
Training & Support
Training
Support
Customer Success
Pricing
Income InSight
Information related to our retirement income planning software
How Do the Covisum Tools Work Together?
Can I see an Income InSight report?
How Can I Access the Income InSight PowerPoint Presentation?
What is a residual death benefit?
How Do You Become Eligible for LTC Benefits Under Your Policy?
How do LTC claims effect the death benefit on a life insurance policy with a LTC rider?
What is a permanent life insurance with LTC rider?
What Is a Benefit Period?
What Is a 403(b) Plan?
What is Long Term Care (LTC) Insurance?
What is a defined benefit plan?
How to use the software
What does the inflation rate apply to in Income InSight?
How do I show the impact of Social Security benefit cuts using Income InSight?
Stress Testing a Portfolio in Income InSight
Will high inflation affect my client's Social Security claiming strategy?
Creating Roth conversion strategies in Income InSight
Can I customize a Roth conversion?
Why are there no Roth conversions in my plan?
How Do I Show Clients the Impact of the SECURE Act?
Roth Conversion Options in Income InSight
How Do I Generate a Case in Income InSight?
How to Determine if Your Plan Changes Have Added Value to a Client’s Retirement Portfolio in Income InSight
How Do I Enter My Client's Accounts in Income InSight?
How do I enter my client's needs into Income InSight?
How do I enter a Social Security benefit into Income InSight?
Where is the Waiver of Premium in Income InSight?
How do I use Income InSight to talk about risk with my clients?
How do I import a client from RedTail?
How do I input long-term care insurance into Income InSight?
How do I enter my client's income into Income InSight?
How do I enter a permanent life policy in Income InSight?
How do I enter assumptions in Income InSight?
How do I enter my client's debt into Income InSight?
How Do I Run a Report in Income InSight?
How do I enter contributions for a Simplified Employee Pension?
How Do I Compare Strategies in Income InSight?
How do I see Roth Conversion strategies?
How Do Inflows and Outflows Operate in Income InSight for a 401(k)?
How does Income InSight determine whether or not to complete a rollover?
Does Income InSight Account for Early Withdrawal Penalties and Fees?
How does Income InSight determine which account to withdraw from to complete a Roth conversion?
How are loans from a Defined Benefit Plan handled in Income InSight?
Where in Income Insight, will I see the taxation on a Roth conversion?
What is defined as a rollover in Income InSight?
What is the purpose of basis for an IRA in Income InSight?
What recommendations can be made using Income InSight?
Can I manipulate the Results Graphs and view plan cash flows in Income InSight?
Why is there an asterisk (*) next to the cashflows for Roth conversion amounts in Income InSight?
Why do I still see tax in the long-term care stress test in Income InSight?
Roth Conversions to Lifetime Effective Rate in Income InSight
Create a Custom Plan in Income InSight
How is the down market stress test modeled in Income InSight?
How Is the Return Rate Calculated for the Default Portfolios in Income InSight and SmartRisk?
Premiums on Permanent Life Insurance Policies With Long-Term Care (LTC) Riders
How do asset classes work in Income InSight?
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Training
Video Tutorial of Income InSight
Get Started With Income InSight
Compliance
Has my Broker-Dealer Approved the Use of Income InSight?
Financial terms explained
Are SARSEPs still available?
How are required minimum distributions (RMDs) calculated?
Long-Term Care (LTC) Insurance
What is the "Base Needs" figure in Income InSight on the Income by Result graph?
What is the difference between Indemnity and Reimbursement Long Term Care (LTC) Policies?
In-Service Withdrawal
"Stretch" IRA
What Is the Difference Between a SIMPLE IRA and a SIMPLE 401(k) Plan?
What Is the "Lifetime Effective Rate" Roth Conversion Pattern?
What Is a 408(k) Plan?
What Is the Long-Term Care (LTC) Stress Test Based On?
What Is a Long-Term Care Benefit Amount?
What is an elimination period?
What is a SIMPLE IRA account?
What is a SEP?
What are LTC premiums & waiver of premiums?
What is a Roth IRA?
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