Build a Roadmap for Retirement

Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. This financial planning platform has the elements advisors need to create a comprehensive retirement strategy: tax, income need, and Social Security. Clearly show your clients the value you add.

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Income InSight Key Features

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Side-by-Side Comparison
Demonstrate the differences between two different retirement strategies.
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Stress Tests
Test your client’s retirement strategy against a down market, early death, or long-term care need.
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Multi-year Tax Map
Determine which account to draw from, and when, and find key opportunities for converting to a Roth.
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Marketing Materials
Download a field-tested client-facing presentation, brochure, and direct mailer example.
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Roth Conversion Strategies
Generate specific strategies, with suggested dollar amounts, for completing Roth conversions.
Access to Support
Access to Expert Support
Unlimited free access to our live expert support team who can help you with software or subject matter questions.

Watch a Demonstration 

Income InSight quickly and easily shows the impact of different decisions within a client's financial plan. Answer your client’s most important questions and then draw them into a broader retirement income planning process.

Your Covisum Experience

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Try

Try Income InSight for free for 10 days with no obligation. No credit card required. Your 10-day free trial is designed to get you up and running with Income InSight.

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Buy

Subscribe and unlock additional features and branding capabilities. Gain access to marketing materials. No contract required.

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Grow

Helping you grow is why we’re in business. That’s why we provide practice management and marketing resources that align with your subscription.

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