Learn about IncomeConductor
Browse below to learn what IncomeConductor is all about, and some of the helpful content that we provide to help advisors become retirement income experts.
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Firm Overview
Providing retirement income services is one of the biggest opportunities facing advisors today. See how IncomeConductor helps you differentiate and deliver.
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Client Video
View an animated narrative overview of income planning and segmentation designed for your clients in the context of a road trip through retirement.
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Health+
We designed our Health+ add-on to help advisors reveal and navigate the critical interaction between health, longevity, and retirement income planning.
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Podcast
Advisorpedia / Matt Ackerman, Ray Lucas, and Phil Lubinski, CFP®️: Discussing the genesis of the time-segmented approach to distribution planning.
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Empower Clients
IncomeConductor gives advisors a simple solution, a compelling story, and a clear plan to grow their business and inspire retirement confidence in their clients.
Ready for a demo?
Schedule your personalized demo of IncomeConductor today. Click below to get started.
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Podcast
The Beacon Flash/Chip Kispert and Sheryl O’Connor: How the financial services industry must adapt their focus and services to best meet client expectations.
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Roundtable
During this roundtable, Phil Lubinski, CFP® gives a realistic look at key retirement income planning issues that can make the difference in winning a new client.
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Whitepaper
Phil Lubinski, CFP® brings a whole new perspective to income planning based on 35 years of experience working with hundreds of retirees.
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Advisor Experience
Read about the success advisors across the country are having in delivering retirement income plans that their clients knew they wanted but had never seen before.
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In the News
Catch up on our exciting product and partnership updates as well as industry award recognitions. Read articles to which our retirement experts contributed content.
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Podcast
Nassau’s Re/Imagine / Paul Tyler, Laura Dinan Haber, Steve Kellar and Sheryl O’Connor: How IncomeConductor helps advisors and their clients succeed.