Income Planning vs. Selling an Income-Producing Product

Income Planning for Clients

Check out the short one-pager below to see why income planning is more important for your clients than simply selling them income-producing products.

Often times, it’s tempting to take the easy route rather than create an income plan that’s tailored to a clients’ needs.

Here’s why that easy way out can put your client in a worse financial situation.

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Related: Tom Hegna: How Retirement Planning is Changing