Research Center

Does “Probability of Success” lead retirees to the regret zone?

Mar 26

Webinar · Mar 26 · 1 min

Education

Elevate Your Retirement Income Planning with Award-Winning Advisor, Jason Juhl of Carson Wealth

Are you ready to take your practice to the next level and support your clients not only to retirement but...

Guide

Mar 26

2 min →

Guide · Mar 26 · 2 min

Reframing Risk In Retirement As “Over- And Under-Spending” ToBetter Communicate Decisions To Clients, And Finding “Best Guess”Spending Level

EXECUTIVE SUMMARY Over the past few decades, advicers have used Monte Carlo analysis tools tocommunicate to clients if their assets...

Mar 24

Product Update · Mar 24 · 3 min

How Communicating Guardrails Withdrawal Strategies Can Improve Client Experience And Decrease Stress

EXECUTIVE SUMMARY Monte Carlo simulations have become a central method of conducting financial planning analyses for clients and are a...

Mar 20

Product Update · Mar 20 · 3 min

Empowering RIAs to drive better client outcomes through retirement income planning

Mar 8

Webinar · Mar 8 · 1 min

New Integration Between Income Lab and PreciseFP Boosts Confidence for Retirees

API-driven integration streamlines advisors’ client data gathering and retirement planning efforts by synchronizing data between PreciseFP and Income Lab HOLMDEL,...

Product Update · Feb 29 · 4 min

Feb 29

4 min →

How Life Hub helps advisors cultivate deeper relationships with their clients and grow their business

A panel of top advisors sharing how they are using Life Hub to grow their business and deepen relationships with...

Feb 27

Webinar · Feb 27 · 1 min

Income Lab Ranked #1 Retirement Distribution Planning Tool and Technology All-Star in 2024 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

The results and key findings of the annual technology survey and report, produced by Joel Bruckenstein of T3 Technology Tools...

Jan 30

Product Update · Jan 30 · 3 min

Retirement Income Intel: How advisors are using Life Hub with their clients Panel Discussion

Jan 24

Webinar · Jan 24 · 1 min

Income Lab Launches Life Hub As A Stand-Alone Product To Make Planning More Accessible For Financial Advisors And Their Clients

Income Lab Launches Life Hub As a Stand-Alone Product To Make Planning More Accessible.

Jan 23

Product Update · Jan 23 · 3 min

Holistiplan + Income Lab Webinar (Part 1 of 3)

Dec 6

Webinar · Dec 6 · 1 min

How advisors are using Income Lab with their clients

Nov 29