Life Hub New User Video 1 of 3 - View Plans in Life Hub

View our training video series to learn how to get the most out of Life Hub. Below is video 1 of 3. Video: 1 of 3 - View Plans in Life Hub Video Transcript welcome to getting started with life Hub 0:03 this video will guide you through your 0:04 first session in life Hub and help you 0:06 understand the basics of the app when 0:09 you first log into...

Life Hub New User Video 2 of 3 - Building Plans in Life Hub

View our training video series to learn how to get the most out of Life Hub. Below is video 2 of 3. Video: 2 of 3 - Building Plans in Life Hub Video Transcript welcome to getting started with life Hub 0:04 there are several ways to build a plan 0:06 with life Hub if you have certain 0:08 Integrations you can start with a 0:10 household import of dat...

Life Hub New User Video 3 of 3 - Advanced Planning Examples in Life Hub

View our training video series to learn how to get the most out of Life Hub. Below is video 3 of 3. Video: 3 of 3 - Advanced Planning Examples in Life Hub Video Transcript welcome to getting started with life Hub 0:04 so far we've seen how to navigate the 0:06 software and explored some of the tools 0:08 and visualizations available in life Hub 0:12...

Downloading Snapshots and PDF Reports in Life Hub

View the tutorial video for how to download snapshots and PDF reports in Life Hub.    Video: Downloading Snapshots and PDF Reports in Life Hub Video Transcript hello this video will help you walk 0:02 through downloading a snapshot of Life 0:05 Hub or maybe you wanted to take a 0:07 snapshot or downloaded PDF report of any 0:10 of our cash flow char...

How Life Hub helps advisors cultivate deeper relationships with clients and grow their business

Hear from a panel of advisors how they have used Life Hub in their business to drive deeper, more meaningful conversations and build relationships with their clients. You'll also hear how they have used Life Hub to grow their business and drive conversations through interactive planning.   Video: How Life Hub helps advisors cultivate deeper relation...

Life Hub Surplus or Shortfall in Plans

The default way to use Income Lab is to create a profile for a household, including all of their retirement-relevant assets and income streams, specific legacy and special spending goals (if any), and their attitudes toward longevity risk (the risk of living longer than they had planned) and income risk (the risk they will have to reduce income in t...

How are account balances modeled over the course of the plan in Life Hub?

Challenges with modeling individual accounts as part of a full portfolio When modeling the balances of individual accounts that make up an overall portfolio, certain challenges arise that force modeling decisions between less-than-ideal options. The main challenge is that, if individual account returns are modeled according to each account's asset a...

Life Hub - Creating Plan Scenarios

Video: Life Hub Plan Scenarios Tutorial Video Transcript welcome this video will walk you through 0:03 how to create scenarios here in income 0:05 lab from the life Hub homepage here 0:08 you'll notice at the top right is the 0:10 option the three dot icon to create a 0:14 copy your copied scenarios are going to 0:16 show up here on your drop- down ...

Life Hub Client Portal Tutorial

Watch the video below for an overview of the Life Hub client portal. Share the video link with any clients who'd like to see the client portal before getting access.   Video: Life Hub Client Portal Tutorial Video Transcript welcome this video will give you an 0:02 overview of the life Hub client portal 0:05 after you log in you will first be taken 0...

Life Hub User Guide

  Life Hub is Income Lab’s one-page interactive visualization of a client’s financial picture. The video tutorials and step-by-step instructions will provide a thorough walk-through on how to navigate and use Life Hub.  New User Video Tutorials Video: 1 of 3 - View Plans in Life Hub Video Transcript: 1 of 3 - View Plans in Life Hub welcome to gettin...

How does Life Hub account for partial years?

The values shown in Life Hub reflect different things for balances and for cash flows. These differences can be important to understand when viewing the first and second years' values. Balances (asset and liability values):  Current Year: The current balance of assets and liabilities Future Years: Estimated beginning-of-year balances for assets and ...