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Which experience would you like to login to?

We’ve launched the new Covisum Suite—a unified experience designed to help you deliver even more value in your client conversations, more cleanly. The redesigned Social Security Timing® and Tax Clarity® tools feature streamlined workflows, enhanced reports, and easier access to SmartRisk™ and Income InSight®. If you haven't tried the Suite yet, login to Legacy Portal and click the "Try the new versions" button. Once you're registered for the Suite, we recommend you login to that experience going forward.  

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Login to the New Suite

Recommended for the best user and client experience!

Get the latest versions of Social Security Timing® and Tax Clarity®, plus seamless access to SmartRisk™ and Income InSight®.

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Login to the Legacy Portals

Access the original versions of our software tools.

Continue using previous versions of Social Security Timing®, Tax Clarity®, SmartRisk™, or Income InSight®.

Redesigned tools. Smarter Planning.

Check out our Sneak Peek webinar to see how the updated tools make retirement income planning even more powerful.