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Income InSight

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Planning software built with a clear understanding of how the strongest advisors grow their business. Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. This financial planning platform will help you add value to your clients' lives. No commitment required. 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. Core features: -Roth conversion strategies -Cash flow analysis -Multi-year Tax Map -Stress tests -Incorporate insurance products -Deep integration with Tax Clarity, Social Security Timing, and SmartRisk -Marketing tools, including a client-facing seminar, brochure, and direct mailer -Access to awesome support, industry expertise and training

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