Jeff Brown’s Post

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Empowering the Evolution of Wealth Management

Many of you might not be aware, but I have been on the advisory board of Income Lab for the last several years. Financial planning in the mid 90's is what separated me from the competition. What I found so interesting over the years is that the Monte Carlo "Probability of Success" seems to gamify clients to wanting a better score, which ultimately leads to underspending in most cases and leaving some potential dreams on the table. Income Lab's dynamic spending output is a game changer and (in my opinion) is the next phase of true retirement planning. I think it could also separate advisors that use it from the competition in the modern age of wealth management. The team at Income Lab continues to roll out features on a regular basis like this one. If you haven't already, give the software a demo. I think you will find the output refreshing and a paradigm shifter for your clients...

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📣 Just Announced: Income Lab Launches Innovative Annuity Features to Enhance Retirement Planning The interactive #annuity tools help clients thoroughly evaluate and understand how annuities work, empowering them to make more informed decisions. Curious about how annuities can shape #retirement plans? With Income Lab’s new #AnnuityModeling Tools, you can now:   ✅ Customize Plans: Create personalized #retirementincome scenarios that incorporate annuity income alongside other sources of retirement income, such as #SocialSecurity and investment portfolios, to see if an annuity is right for the client. ✅ Mitigate Risk: Assess the impact of annuities on overall retirement risk by #stresstesting how an annuity would impact a plan during some of the worst times in history. ✅ Compare Annuity Options: Evaluate different annuity options head-to-head to see which performs better in which environments.  ✅ Optimize Income Planning: Help clients identify what type of annuity may (or may not) fit their retirement goals and risk tolerance. 🗓 Join our upcoming webinar to see how these tools can help you provide more comprehensive retirement advice by modeling, comparing, and stress-testing annuity options for your clients. Registration details can be found here 🔗 https://bit.ly/3XIrGh4 Learn more about our new annuity modeling tools in our latest press release: https://bwnews.pr/4dgfOHK Ready to check out the features? Schedule your 1:1 demo with one of our team members today! https://bit.ly/47xoIPQ

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