Generate and Consolidate (Income) in 2025
Discover why income planning is the key to deeper relationships, more asset consolidation, and long-term client value with WealthVest’s Income Planning Package
The distribution phase of retirement creates unique challenges for advisors and their clients. Why Income highlights the consumer approved sales tools that guide income conversations with your clients and highlight the reasons why income planning is crucial to today’s savers.
Using the Retirement Income Planning Worksheet, you can determine how much guaranteed lifetime income your clients need and build a clear action plan to help cover it.
What’s Included:
The full toolkit features these resources and the following:
Retirement Realities brochure that dives into the misconceptions, discoveries and opportunities for today’s savers.
Timing Risk whitepaper to introduce sequence of returns risk to your clients
Planning Retirement Income Worksheet to determine the right amount of protected income in your clients income plan.