Client Intake Form
The client intake form is a simple document to share with clients so they can input their household information to make data entry easier. Client Intake Form - PDF Client Intake Form - Excel (.xlsx) Download Client Intake Form - Excel ➡️ Questions? Please reach out to your account manager or email [email protected] if you have ...
Retirement Stress Test - Client Video
Share this quick feature video with clients to help them see the value of Income Lab's Retirement Stress Test. Video: Retirement Stress Test for Clients Watch on YouTube Video Transcript do the ups and downs of the market have 0:02 you worrying about retirement how would 0:04 your situation change if we saw a wait 0:06 again or at times of high in...
Income Lab Full Demo Video
Video: Full Suite Demo Demo Video Transcript 0:09 hi this is Malley with incom laab this 0:12 video will walk you through a demo of 0:14 the incom lab platform and showcase how 0:16 the software is revolutionizing the way 0:19 advisers guide their clients to and 0:21 through 0:23 retirement income lab is a financial 0:25 planning tool that focuses o...
Retirement Stress Test for Clients
Video: Retirement Stress Test for Clients Video Transcript 0:00 do the ups and downs of the market have 0:02 you worrying about retirement how would 0:04 your situation change if we saw a wait 0:06 again or at times of high inflation 0:08 how would you have adjusted your 0:10 retirement spending to get through these 0:11 rough periods as an advisor ...