Phil Lubinski of IncomeConductor and Raymond Lucas of Integrated Partners sat down with Matt Ackermann of Advisorpedia to discuss the idea behind the Lifetime Income Model.
Author: Tom O'Connor
Building Recession-Ready Retirement Income Plans with COVID-Ready Technology
COVID-19 has accelerated the adoption of web-based collaboration tools and once again reminded investors that recessions can appear any time. Technologies like Zoom have gone from boardrooms to living rooms, and every generation has become more comfortable with a totally virtual experience. Baby Boomers looking for retirement income planning advice are no exception. Advisors have…
IncomeConductor on Finvoate Spring 2020 Digital Demo Series
In lieu of a live demo appearance at Finovate Spring in San Francisco this year, we had an opportunity to run a virtual demo of the newly updated IncomeConductor system.