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

Learn how to tackle very long plans in the new IncomeConductor plan editor.

A comparison of how various income distribution strategies address, or fail to address risks in retirement.

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

Incorporate goals aside from month-to-month income into your plans.

Change the assumptions for clients' retirement age and longevity estimates.

Health+ is built in partnership with Healthview Services (HVS), an institutional data provider of Social Security, Medicare, longevity data and more.

Exploring the value of Health+ as part of overall client income plan design.

When setting up a new client, you have the opportunity to add the basic information required to use the various features of Health+.

Add or update Health+ information within the plan editor.

View a live walkthrough for all features of Health+ in the plan editor and related sections in client reports.

Sometimes we develop habits around longevity estimates, health care costs and Social Security claiming strategies that don’t do much to set us apart from our competition.

Edit client longevity estimates and settings that affect healthcare spending projections.

Phil discusses considerations for ensuring that both spouses feel as though the plan has been designed for their needs together as well as the needs of the survivor.