Empower Your Clients to Retire with Confidence
Learn how IncomeConductor can help you grow your practice.
Imagine you board a plane and the pilot says there is a 75% chance of reaching your destination. Would you feel confident in taking that flight? 80% of advisors are using that approach to building retirement income plans for their clients.
IncomeConductor’s simple, intuitive approach to income planning called time-segmentation gives the client a real, written plan and gives the advisor a structured and repeatable process.
- Actuarial longevity estimates to build realistic income plans
- Social Security claiming strategies to achieve the maximum lifetime benefit
- Personalized Medicare and out-of-pocket spending estimates to get a handle on healthcare costs
- Flexible and dynamic plan editor to build income scenarios with your client in real-time
- Data integration platform for seamless plan progress tracking and management
- Two-tiered competitive pricing to fit your needs