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Sign up for a 10-day free trial of any of our products — no credit card required.

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SmartRisk technology utilizes heavy-tailed risk models and a unique asset interaction report that ensures you have the best insights available.

Core features:

Portfolio comparison
Single name concentration alerts
Household views of accounts
Explain risk to clients in terms they can understand – dollars
Set proper downside expectations
Marketing tools, including a client-facing seminar, brochure, and direct mailer example
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Strengthen your value to clients by showing ways to make even smarter decisions about when to realize income or gain with Tax Clarity®.

Core features:

Instantly calculates the effective marginal tax rate
Compare alternate tax distribution strategies
Unique Tax Map to identify tax opportunities
Gain insight into unseen opportunities to add dollars to a retirement plan
Access to awesome support, industry expertise, and training
Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter
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A subscription to Social Security Timing® gives you access to our industry-leading, patented software and our team of Social Security experts.

Core features:

Quick, accurate, easy Social Security strategy identification and comparison
View alternate Social Security strategies
Break-even chart to see which strategy produces the best result overall life expectancy combinations
Client-facing seminar
Marketing tools, including a client-facing seminar, brochure, and direct mailer example
Access to awesome support, industry expertise, and training
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Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition.

Core features:

Roth conversion strategies
Cash flow analysis
Multi-year Tax Map
Stress tests
Incorporate insurance products
Deep integration with the full suite of Covisum tools