Recently, 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. Phil and Raymond developed a financial planning model that changed the way advisors work with their clients. The trio talk about this model and how it transitioned from a great idea to a successful tool.
Phil & Raymond discuss:
- What the Lifetime Income Model is and how it works
- The ideation process of the Lifetime Income Model
- How clients reacted to the introduction of the model
- What they would have done differently in the creation of the model
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