News Archive | Page 2 of 8 | IncomeConductor

Wealth Management: IncomeConductor Reprices Retirement Planning Software

Wealth Management editor Davis Janowski covered the announcement of a new tiered pricing structure for the IncomeConductor platform. The new pricing includes discounts for paying annually vs. monthly, as well as a new Basic subscription tier at a heavily reduced price for those advisors looking to get started with retirement income plan generation. The new…

Forbes: Guide to Early Retirement

Retirement Income Specialist Phil Lubinski was recently featured in Forbes discussing what investors should expect and prepare for as they head into an early retirement. Phil lends his expert advice to E. Napoletano on how to psychologically and financially prepare for life in retirement. Phil Lubinski, CFP and co-founder of IncomeConductor, has found over his…

RIAIntel: The First-Ever Fintech to Earn RIAs a Break on Insurance Premiums

RIA Intel reporter Michael Thrasher wrote an article about wealth managers using IncomeConductor stand to pay less for insurance policies. The article highlights a unique partnership between IncomeConductor and the Varney Agency to offer preferred rates on E&O and Cyber liability insurance. Some insurance carriers plan to offer wealth managers policies with preferred rates if…