Income Lab

The T3 | Inside Information Advisor Tech Survey results are in and Income Lab was ranked a Software All-Star and the #1 Retirement Distribution Planning Tool! “We’re very excited to be ranked the #1 Retirement Distribution Planning Tool in market share and, more importantly, that our users have rated us very highly, putting us in the All-Star category with other best-in-class technology providers,” said Johnny Poulsen, Co-Founder and CEO of Income Lab. Thank you to all who voted and to our users! It's through our strong partnership with the #advisor community, that we can carry out our mission to revolutionize the way retirement income planning is done today so clients can live their lives with confidence. Ready to see why Income Lab was rated #1 by advisors? Schedule a Demo today: https://bit.ly/3Ht0tpI T3 Technology Tools for Today Bob Veres Joel Bruckenstein Justin Fitzpatrick, PhD, CFA, CFP® #retirementplanning #fintech #financialplanning #finance #advisortech #incomelab

A new year - A new opportunity to raise the bar—not just personally for resolutions, but for your practice. With Income Lab, you’ll have award-winning tools to help you navigate every twist and turn, guiding your clients to and through retirement with ease. Make 2025 the year you elevate your practice to new heights. Schedule your demo today to see why more advisors are choosing Income Lab to grow their practice!

🚨 The final countdown is on! ⏳ Don't miss your chance to save over $500 on Income Lab annual plans AND lock in that 2024 tax write-off before the clock strikes midnight. 🕛✨ 🔗https://bit.ly/41FtrxF

Is there a point in time where working another year leads to more money for the government and less money for you and less time to spend it? The answer is "probably, and it's sooner than you think". With Income Lab we can spend time finding when the right time is to retire so you aren't working for the government.

⏳ Time is running out! Tomorrow is the final countdown to the new year—and your last chance to: ✅ Save $500 on annual subscriptions of Income Lab ✅ Secure a 2024 tax write-off ✅ Start the new year with a competitive edge to attract and retain clients Don’t wait until it’s too late - this exclusive year-end offer ends 12/31/2024. 🔗https://bit.ly/41FtrxF

Income Lab lets you show how a specific #annuity would react to different return and inflation sequences so you can evaluate how the annuity actually works in terms of balance and income provided. Income Lab's clear illustrations help you understand the annuity and explain it to clients. Learn more about how Income Lab’s new #annuity features can help you: ✅ Customize Plans: Create personalized #retirementincome scenarios that incorporate annuity income alongside other sources of retirement income, such as #SocialSecurity and investment portfolios, to see if an annuity is right for the client. ✅ Mitigate Risk: Assess the impact of annuities on overall #retirementrisk by stress testing how an annuity would impact a plan during some of the worst times in history. ✅ Compare Annuity Options: Evaluate different annuity options head-to-head to see which performs better in which environments. ✅ Optimize Income Planning: Help clients identify what type of annuity may (or may not) fit their retirement goals and risk tolerance. Ready to see the annuity features in action? https://bit.ly/3DBvBRZ

The countdown to 2025 is less than a week away! Now's your chance to set yourself up for success in the new year and SAVE over $500 on an annual subscription of Income Lab! 🎯 Don't miss out—this exclusive year-end offer ends 12/31/2024. 🔗 https://bit.ly/41FtrxF

Have you taken the annual T3 | Inside Information Advisor Software Survey yet? Your input matters and this is your chance to share your thoughts on the software and services you use daily and help shape the future of #fintech for financial #advisors. Last year, Income Lab was honored to earn the #1 spot in the Retirement Distribution Planning Tools category and was named a Software All-Star! Can we count on your vote again this year? 🔗 https://lnkd.in/eaZckNgF Thank you for your support! We’re excited to see the results at the upcoming T3 Technology Tools for Today Conference. T3 Technology Tools for Today Bob Veres' Insider's Forum Bob Veres Joel Bruckenstein

Time is running out! ⌛Take advantage of the Income Lab Year-End Sale and save over $500 when you sign up for an annual subscription before 12/31. Still deciding? Schedule a demo today and see how Income Lab can transform your practice. https://bit.ly/3DBvBRZ

Tired of the pass/fail retirement conversation with clients? Say hello 👋 to Income Lab—the way retirement planning should be. Instead of focusing on "running out of money," we help advisors visualize their clients' plans clearly and guide them in making adjustments as needed. ✅ Guardrail approach: Keeps clients on track and prepared for changes. ✅ Answer Key Questions: How likely is a pay cut? When might it happen? How long could it last? ✅ Smart monitoring: Automated alerts keep plans up to date effortlessly. Ready to transform your retirement conversations? ▶️ Sign up: https://bit.ly/412QmyZ ▶️ Schedule a demo: https://bit.ly/3DBvBRZ #RetirementIncome #RetirementPlanning #FinTech #FinancialPlanning #AdvisorTech #IncomeLab #FeatureFriday