Financial
Professionals

Retirement strategy with you
AND your client in mind. We Care.

Developed by advisors for advisors.

Never before has there been so much pressure on financial professionals. From rapidly evolving technology offerings to major changes in regulation, advisors need to constantly re-evaluate their practice and value to clients. Simply providing accumulation and wealth management services is no longer enough.

IncomeConductor® is much more than technology.

1

STRATEGY

Customized income plans for your clients using a time segmented strategy that has been tested over decades by advisors and is supported by rigorous historical analytics.

Practice management techniques to grow your business, increase your value and simplify a future practice transition.

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2

TRAINING

A comprehensive but accessible training program to quickly get you and your staff up and running with the strategy and tools.

Ongoing Advisor Study Groups keep you current on changing trends and practices in the distribution marketplace.

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3

PLATFORM

Our web-based platform delivers powerful planning tools, integration with your clients’ accounts regardless of their location, and unmatched plan management tools.

DOL compliant process and client reporting keeps you on top of industry requirements and protects you and your clients.

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4

SUPPORT

Ongoing support is what makes us great. We know that every case is different and every client is unique.

Our professional case consultants support you through every step of the planning, implementation, and management phases to help you complete your transformation into an income distribution pro.

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Join the IncomeConductor® Advisor Community
For only $249 per month* you receive:

  • Your own personalized IncomeConductor website, including data aggregation
  • Training on the IncomeConductor time-segmented strategy and technology
  • Individual case consultation with our experienced team
  • Sales & marketing collateral that can be branded with your business
    info and logo.

*1-year term; group pricing available – for more information call 860.969.3672

For more information about the IncomeConductor program, download our Advisor Brochure.

Why Advisors Love IncomeConductor®

IncomeConductor® Partner Firms

Adhesion
Cambridge
Kestra
Nps

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