News Archive - Page 2 of 11 - IncomeConductor

Announcing Health+, a Partnership Between IncomeConductor and HealthView Services

Sheryl O’Connor and Ron Mastrogiovanni spoke with Jeff Berman of ThinkAdvisor this week to celebrate the launch of Health+, our exciting new offering in partnership with HealthView Services, Inc. that adds actuarial longevity projections, health spending estimates and Social Security optimization to IncomeConductor’s already robust Dynamic Plan Editor. Read to learn about how Health+ is another giant leap forwards in helping advisors to…

Phil Lubinski Featured Article Published in the Journal of Financial Planning

IncomeConductor Co-Founder Phil Lubinski, CFP® recently had his article “The Reality of Liquidation Order for the Mass Affluent” published in the FPA Journal of Financial Planning. Phil covers topics ranging from his definition of the “Mass Affluent” segment of investors, Roth IRA conversion strategies, the role of Reverse Mortgages in retirement income, and more. He…

IncomeConductor & CEO Sheryl O’Connor Recognized in ThinkAdvisor Luminaries Class of 2021

ThinkAdvisor recently announced the winners of their new, pioneering recognition program: the LUMINARIES. The program’s Class of 2021 members are being honored for the dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward. An evolution of the existing Broker-Dealers of the Year awards, the LUMINARIES program shines a spotlight on…