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What to know: Based on O’Connor, the brand new planning platform “places the concentrate on actionable insights,” and it makes use of what she referred to as “simply understandable visible aids and next-best-step options” to permit advisors to rapidly tackle their shoppers’ most urgent retirement challenges.
The platform helps advisors by quantifying crucial points akin to extra and unfunded earnings, Medicare surcharges, excessive required minimal distributions and the potential for important taxes. The aim, O’Connor stated, is to ship superior retirement outcomes whereas additionally serving to advisor save effort and time, in flip permitting them to handle complicated shopper planning wants at higher scale.
Based mostly on time and movement research performed by the agency, advisors and their workers can save hours in creating plans through the use of IncomeConductor Professional.
What they’re saying: “The Professional editor empowers advisors to actively have interaction shoppers in creating tailored, documented retirement plans,” O’Connor provides. “This consists of the combination of shopper accounts, contribution methods, customized longevity and well being care expense projections, Social Safety optimization and annuity issues.”
Pictured: Sheryl O’Connor
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