Professionals
We make you the conductor
The Baby Boom is creating an unprecedented Retirement Boom. According to the U.S. Census, 10,000 people in the U.S. turn 65 – every single day. Most have no pensions. Millions are confused about funding the future. Expertise in the critical sweet spot of Retirement Income is already being desperately sought. IncomeConductor® and its time-segmented strategy put you front and center.
An online tool like no other.
Creating, honing and managing detailed, customized income distribution plans has taken a dramatic leap forward – thanks to proprietary software developed by Income-Conductor. Some advisors choose to stick with standard proposals and systematic withdrawals. Those advisors will be left behind – this new tool is changing everything.
We’ll train you to be a maestro.
Comprehensive on-demand training gets you up and running quickly with our web-based platform, planning tools, and management tools. Monthly Advisor Study Groups keep you current on changing trends and industry practices. And IncomeConductor’s compliant process and client reporting keep you and your clients well-protected.
Support every step of the way.
As simple as we’ve engineered it, there will always be questions. Our professional case consultants are happy to guide you through the planning, implementation or management phases of your cases– so you can be a financial hero to your clients.
Case Study – Untapped market
Converting “Do-It-Yourselfers” to Clients
Jerri Hewett Miller, CFP®, RICP®
Challenge:
The 401(k) generation has been self-directing during accumulation. Now they need help turning those saves into retirement income.
Assets:
$1,600,000
Outcome:
“They chose to work with us because no one else had shown them concrete evidence of how retirement would be handled through the years.
People understand time segmentation, especially when they see the visuals. We look like geniuses.“
Join the IncomeConductor Advisor Community
Your subscription includes:*
- Your own personalized IncomeConductor website, including data aggregation
- Training on the IncomeConductor time-segmented strategy and technology
- Individual case consultation with our experienced team
- Sales & marketing collateral branded with your business info and logo
Advisors who specialize in retirement income planning increase capture rate up to
81%**
*1-year term. Larger group pricing available – for details, call 860.969.3672
**Dennis Galant, GDC Research