IncomeConductor Launches 'Pro' Retirement Planning Platform

What to know: According to O’Connor, the new planning platform “puts the focus on actionable insights,” and it uses what she called “easily comprehensible visual aids and next-best-step solutions” to allow advisors to quickly address their clients’ most pressing retirement challenges.

The platform helps advisors by quantifying critical issues such as excess and unfunded income, Medicare surcharges, high required minimum distributions and the potential for significant taxes. The goal, O’Connor said, is to deliver superior retirement outcomes while also helping advisor save time and effort, in turn allowing them to address complex client planning needs at greater scale.

Based on time and motion studies conducted by the firm, advisors and their staff can save hours in creating plans by using IncomeConductor Pro.

What they’re saying: “The Pro editor empowers advisors to actively engage clients in creating tailor-made, documented retirement plans,” O’Connor adds. “This includes the integration of client accounts, contribution strategies, personalized longevity and health care expense projections, Social Security optimization and annuity considerations.”

Pictured: Sheryl O’Connor