Stop scrambling for answers. The AI Assistant delivers instant, retirement planning guidance — right when you need it.
Learn MoreThe AI Assistant works alongside you to provide real-time explanations, calculations, and insights. No more searching through notes, manuals, or support documents—just type your question and get the answer instantly. Whether you’re explaining a calculation on a call, prepping for a review, or addressing a prospect’s question on the spot, the AI Assistant ensures you can respond confidently and efficiently.
Best of Income Lab Insights
Powered by Income Lab’s deep retirement planning expertise, your AI assistant makes even the toughest concepts easy to explain.
Support On Demand
Get the answers you need when you need them, whether it’s during a client call, a review, or prep for a meeting.
Increase Confidence
Provide clear, accurate answers that build client trust and help you advise with confidence.Get exclusive, free access to our AI-powered tools while they’re still in preview. Shape the future of these features with your feedback!
From calculations to client-ready explanations, the AI Assistant equips financial advisors with expert guidance instantly—cutting prep time, streamlining workflows, and supporting smarter, faster retirement planning conversations.
