Roundtable Library

Stress testing investments is a good start, but we need to complete the tests: Longevity, Disability, Premature Death, and Hyper Inflation.

We discuss the various lines of insurance which are most pertinent to financial advisors servicing the retirement space.

Closing prospects at the very first appointment without showcasing your investment philosophies or Callan charts.

Everything advisors need to know about helping their clients as they approach Medicare enrollment.

Drive back to your value proposition and put your clients front and center with a research driven approach to bringing value to clients.

A simple to understand summary of both acts.

Equip yourself to quickly illustrate different outcomes using the plan editor's new features.

Learn about new features including Multi-Factor Authentication, the new Plan Editor, Taxes by Segment, and more.

Discussion of the best value in long term care insurance today using case studies and an interactive software program.

Learn about different approaches to marketing your retirement income services from three IncomeConductor users.

Review of integrations as well as the enhanced functionality for managing your linked investments.

The question isn’t “if” but “how many” of your clients will be impacted by Alzheimer’s and other forms of dementia.

Two case studies that demonstrate unique uses of IncomeConductor.

Learn about funding deficits, Readiness Report, segment draw-down, and client ages.

The basics of indexed annuities, where they fit and how they have been adapted to today's market.

Learn about how the four retirement phases can enable a clear vision to plan and to anticipate what is likely to come.