This week Tom gives a preview of the upcoming initial release of plan tracking capabilities.

On this week’s Office Hours, Phil “role plays” a sample case and what the case call with an advisor would cover.

Phil discusses alternatives to Roth conversions and shares a recent discussion he had on the nature of sequence of returns risk.

Phil reviews last week’s checklist and looks at how Roth conversion “break even” points can drive planning discussions with clients.

Phil covers how valuable a structured, organized approach to capturing client data and working through the plan design process can be in ensuring that you setting yourself up for a…

Phil dives deep into annuity history, evolution, construction, income, and fees.

Phil reviews annuity income configuration options and focuses on case using the “Withdrawals (Fixed Amount)” option.

Phil discusses how to craft compelling stories for clients to convey your value and hook their interest.

Tom introduces the new “Non-Segmented Account” functionality that allows any type of account to be excluded from the time-segmented framework while still being available for use in the plan. Use…

Tom reviews new features and Phil shows how to simulate basic income guardrails in Discovery and Pro.

Phil compares the outcomes of different options for sourcing Roth conversion tax liabilities.

Phil talks about implementing concrete income protection strategies with the new annuity platform in Pro.

Phil compares the outcomes of using an annuity that is withdrawn from as needed vs. purchasing a period certain income.

Phil shows how the strategic placement of guarantees, market opportunities and Roth conversions will simultaneously tackle three major retirement income risks: sequence of returns, inflation, and longevity.

Phil shares three different basic plan design choices and their associated talking points to educate a prospect and guide them towards a close.

Phil talks about how to calculate the present value of segment one and the required rate of return for the pre-retirement period such that clients can set aside sufficient assets…

Phil looks at a real case that got sabotaged by an unexpected layoff, unplanned spending, and a future income goal that didn’t seem possible.

Phil demonstrates how to illustrate the comparison between a Roth conversion strategy and a life insurance conversion strategy.