Income Dashboard

  Video: Income Dashboard Tutorial Video Transcript welcome this video will walk you through 0:02 the income plan dashboard the dashboard 0:05 is a great tool to show your clients 0:07 their plan at a high level to highlight 0:10 what they can spend what they have in 0:12 their balance as well as their 0:14 guardrails this video will walk through 0:...

Insights Dashboard Introduction and Tutorial

  Video: Introducing the Insights Dashboard Video Transcript: Introducing the Insights Dashboard 0:01 Advisers and clients know and love 0:03 Income Lab's focus on income in 0:05 retirement. How much can I spend? What 0:08 would change that? And what would those 0:10 changes look like? But sometimes you 0:12 want to focus on other things in a plan. ...