in Practice Management

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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