All the materials you need to attract, educate, and engage clients and prospects with IncomeConductor.
Brochures and Presentations
Brochure explaining the retirement income planning process that can be used in sheet or booklet format with clients and prospects.
Tear sheet that can be distributed to clients and prospects introducing the retirement income planning process.
Brochure that can be distributed to clients and prospects explaining the retirement income planning process.
Brochure that can be distributed to clients and prospects explaining the retirement income planning process.
Videos
Creating Your Retirement Road Map
Narrative overview of income planning and segmentation for your clients in the context of a road trip through retirement.
Click on the Share button below to email the video to clients.
Client Intro
Simple explanation of time segmentation and income planning to send to prospects and clients before your meeting.
Click on the Share button below to email the video to clients.
Fact Finding & Segment Planning
Collect information to begin the planning process and lay out how accounts may be deployed across segments.
Detailed fact finding geared towards collecting and organizing information from your pre-retirement and retirement aged clients.
Quick fact finding geared towards collecting basic info from your pre-retirement and retirement aged clients.
Simplified worksheet for clients to provide detailed information on their income and expense goals.
Ensure that the client is able to provide all of the important documents to help design a personalized income plan.
Simplified worksheet for clients to provide detailed information on their income and expense goals.
