--- title: A Product Tour of Income InSight description: Income InSight is designed help advisors create a comprehensive retirement strategy including tax, income need, and Social Security. --- [Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact) ** [![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/) [![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164) [![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532) # Income InSight Product Tour ### Made *for* advisors *by* advisors. Software to help you create a comprehensive retirement income strategy including tax, income need, and Social Security. ![Screenshot-Laptop-IncomeInsight](https://www.covisum.com/hs-fs/hubfs/1%20-%20Covisum/New%20Website%20Images/13.0%20Income%20InSight%20Demo/Screenshot-Laptop-IncomeInsight.png?width=500&height=500&name=Screenshot-Laptop-IncomeInsight.png) - [Data Input](https://www.covisum.com/solutions/income-insight/tour#section-1) - [Share Impact of Income Sources](https://www.covisum.com/solutions/income-insight/tour#section-2) - [Multi-Year Tax Map](https://www.covisum.com/solutions/income-insight/tour#section-3) - [Side-by-Side Comparisons](https://www.covisum.com/solutions/income-insight/tour#section-4) - [Perform Stress Tests](https://www.covisum.com/solutions/income-insight/tour#section-5) - [View Roth Conversion Strategies](https://www.covisum.com/solutions/income-insight/tour#section-6) ## Data Input Enter client data directly and evaluate all income sources side by side in one comprehensive planning view.  ![Data Input](https://www.covisum.com/hubfs/data%20input.png) ## Share Impact of Income Sources Show clients how long their finances will last, and the impact of taxes on their retirement. [![Try it Free](https://no-cache.hubspot.com/cta/default/2755909/33805899-2b8e-4612-84a8-320103f7c604.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/33805899-2b8e-4612-84a8-320103f7c604) ![Charts](https://www.covisum.com/hubfs/charts.png) ## Multi-Year Tax Map Generate a multi-year tax map to help determine which account to draw from, and when, as well as identify key opportunities for converting to a Roth. ![Multi-Year Tax Map](https://www.covisum.com/hubfs/multi-year%20tax%20map.png) ## Side-by-Side Comparisons Visually compare and demonstrate differences between your client’s base case and plan case on the same screen. [![Watch a Demo](https://no-cache.hubspot.com/cta/default/2755909/242a5bc8-e04f-4a5d-b1fe-ca60009986bf.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/242a5bc8-e04f-4a5d-b1fe-ca60009986bf) ![Side-by-Side Comparisons](https://www.covisum.com/hubfs/side-by-side%20comparisons.png) ## Perform Stress Tests Test your client’s retirement strategy against a down market, Social Security benefit cuts, an early death, inflation, or a long-term care need. [![View Pricing](https://no-cache.hubspot.com/cta/default/2755909/cec996d6-6cda-4f4e-885e-c10bf7d11331.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/cec996d6-6cda-4f4e-885e-c10bf7d11331) ![stress test](https://www.covisum.com/hubfs/Screen%20Shot%202022-07-11%20at%204.43.43%20PM.png) ## View Roth Conversion Strategies Generate specific strategies, with suggested dollar amounts, for completing Roth conversions. [![Sign Up for a Free Trial Now](https://no-cache.hubspot.com/cta/default/2755909/b3fd60f0-1c7f-4979-9c99-fe37271dd716.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b3fd60f0-1c7f-4979-9c99-fe37271dd716) ![Roth Conversions](https://www.covisum.com/hubfs/Roth%20conversions.png) ![Navigating Multiple Retirement Income Streams](https://www.covisum.com/hubfs/HeaderGraphic.svg) ### WATCH THE WEBINAR ## Navigating Multiple Retirement Income Streams How can you create thorough retirement strategies that add value every step of the way? [![Watch the Webinar](https://no-cache.hubspot.com/cta/default/2755909/c2ceec40-b2cc-44fb-9368-77af11b7b1c0.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/c2ceec40-b2cc-44fb-9368-77af11b7b1c0) "Income InSight helps me see the entire picture and demonstrate the value I bring to my clients as their advisor — I can show them what their retirement could look like with my recommendations." Ryan Financial Planner "This tool is perfect for retirement planning. It helps me find value-adds that I wouldn't see otherwise. My clients really engage with the "red wedge" of taxes saved in the Tax Map report." Larry Vice President - Investments ## Plan Comprehensive Retirement Strategies for Your Clients [Get Your Free Trial](https://www.covisum.com/pricing) ## Stay Connected Access industry news, expert insights, best practices, free downloads and more. 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