Building Your Tech Stack - Income Lab [24:31]


The Value of Dynamic Income Planning w/ Income Lab and Redtail CRM

Retirement income planning is one of the nastiest, hardest problems we face in financial planning, according to Bill Sharpe. Income Lab is committed to helping advisors navigate this problem with their clients by bringing new research, concepts, and clarity to the conversation.

In this webinar we’ll discuss how realistic, dynamic, updated longevity estimates play a key role in providing better income outcomes and how failing to update longevity estimates leads to problems as income risk levels go off track over time.


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