Discover why retirement income planning requires a different approach than accumulation—and how advisors can build sustainable income strategies for clients.
Category: Segmentation
WealthConductor visits The American College of Financial Services
WealthConductor co-Founders Sheryl O’Connor and Phil Lubinski visited the American College in the Fall of 2018 to help build out the Retirement Income Certified Professional (RICP®) designation video curriculum. Below you can find all eight videos that were filmed with the help of Jamie Hopkins, Wade Pfau and David Littell from the College. Topics covered…
Retirement Income Journal On IncomeConductor
Kerry Pechter of the Retirement Income Journal recently published an article highlighting WealthConductor co-founder Phil Lubinski, and his approach to a specific income plan challenge using the IncomeConductor software. The article follows Phil as he constructs a time-segmented, or “bucketed” plan for the clients dubbed Mr. & Mrs. M. T. Knestor. The plan takes their…