How advisors are using Life Hub with their clients

Income Lab's co-founder, Justin Fitzpatrick, is joined by a panel of top advisors sharing how they are using Life Hub in their practice, how Life Hub has helped their clients, and any tips/best practices they follow....

client engagement | 45 min See client engagement →

How Real Retirement Income Stress Testing Changes the Client Experience

View the webinar from our Retirement Stress Test launch on May 2023....

stress test | 41 min See stress test →

Holistiplan + Income Lab: Differentiating Your Practice with Ryan Townsley (Part 2 of 2)

Learn how to set your practice apart by implementing tax-smart planning strategies to benefit your clients and boost your business growth....

strategic finance | 42 min See strategic finance →

Using Income Lab with Your Tech Stack Panel Discussion

Learn how to seamlessly integrate Income Lab into your tech stack from industry experts in this informative panel discussion....

tech stack | 40 min See tech stack →

Discover Income Lab's New Annuity Features for Comprehensive Retirement Planning

See How Annuities Can Impact Retirement Plans with Comprehensive Annuity Planning Tools from Income Lab...

annuity enhancements | 38 min See annuity enhancements →

How and why to move beyond "Probability of Success" in retirement planning

Learn why it's important to go beyond traditional success metrics when planning for retirement....

strategic approach | 94 min See strategic approach →

Planning for a Long Life Can be Dangerous

Discover the risks and pitfalls of planning extensively for a long life to avoid potential harm and repercussions....

preparation | 80 min See preparation →

Does "Probability of Success" lead retirees to the regret zone?

Discover how focusing on the probability of success in retirement planning may impact retirees' mental well-being and lead to feelings of regret....

retirement chance | 43 min See retirement chance →

Altruist + Income Lab - Empowering RIAs to drive better client outcomes through retirement income planning

Discover how the Altruist Income Lab integration empowers RIAs with tools and resources for optimizing retirement income planning and improving client outcomes....

rias | 34 min See rias →

Holistiplan + Income Lab (Part 1 of 2)

Holistiplan + Income Lab (part 1 of 2)...

portion | 32 min See portion →

Do financial plans underestimate inflation risk? How to handle sequence-of-inflation effects in planning?

Learn how financial plans can overlook inflation risk and discover strategies to manage the impact of fluctuating prices on your financial planning....

planning sequence | 33 min See planning sequence →

Growing your business with Income Lab Panel Discussion

Hear from a group of Income Lab advisors how they are growing their business with Income Lab....

profits | 42 min See profits →

How Income Lab’s New Social Security Optimizer Challenges the Status Quo - Webinar

Discover how Income Lab's Social Security Optimizer is revolutionizing retirement planning in this interactive webinar....

income lab | 80 min See income lab →

Life Hub Launch Webinar

Discover the latest features and benefits of the new Life Hub platform during the exciting launch webinar....

life center | 36 min See life center →

Unlock Planning Potential: How To Leverage Income Lab and fpPathfinder For Better Client Conversations

Discover how to enhance client conversations and unlock the full planning potential by leveraging IncomeLab and fpPathfinder tools effectively....

utilize | 73 min See utilize →

Behavior-Focused Retirement Planning: Client Conversations, Guardrails, and Ongoing Plan Monitoring

Discover how behavior-focused retirement planning can help you navigate client conversations, set guardrails, and monitor your plan effectively....

retirement conversations | 42 min See retirement conversations →