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We’re excited to have Income Lab featured on Inside Information by Bob Veres. Take 5-7 minutes to read about our story and what makes our software truly special.
Synopsis: A new software program offers the opportunity to create much better, more informed conversations about client income in retirement.
Takeaways: Instead of showing the chances of ‘success’ or ‘failure,’ you show the chances that clients will have to tighten their belts if certain downside scenarios manifest—and the degree of tightening. The retirement conversation incorporates risk tolerance issues, and creates a guardrail methodology where the essential lifestyle is minimally impacted
