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In relation to retirement earnings planning, an advisor’s position should transcend getting purchasers to retirement, it’s additionally about getting them by way of retirement. If advisors solely think about accumulation and don’t assist their purchasers plan for and assist them by way of decumulation, they’re doubtless going to lose these purchasers and all of the belongings they labored so arduous to acquire and handle.
On this episode, Shannon Rosic, director of WealthStack Content material and Options, speaks with Sheryl O’Connor, founder and CEO of IncomeConductor, about how their expertise is empowering advisors to really feel extra snug speaking about retirement, well being care, and longevity with their purchasers.
Shannon and Sheryl focus on:
- Why the decumulation planning part may be extra complicated than accumulation
- What an growing older inhabitants means for the trade
- How the platform makes use of time segments to construct an earnings plan
- What’s on the roadmap for IncomeConductor
Join with Shannon Rosic:
Join with Visitor:
About Our Visitor:
Sheryl has spent over 25 years within the monetary providers trade at insurance coverage and funding administration companies, main strategic enterprise development and expertise innovation.
In 2006 Sheryl co-founded 3D Asset Administration, an SEC-registered funding administration agency that targeted on offering progressive observe administration options together with funding portfolios to fee-based advisors to assist them develop their enterprise and succeed within the wealth, retirement plan and retirement earnings marketplaces. She has labored intently with advisors and is captivated with serving to them re-define their worth proposition in ever-evolving skilled and market environments.
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