Lifetime Income Process Information

The Lifetime Income Process is a philosophy, language and software program used by Registered Reps and financial planners for clients wanting to "see" financial balance in their lives. - Why is it that 99% of the retirement plans recommended to clients fail compared to what clients say they want from their financial advisor? - Do you have a 1-page Client Fact Finder that collects all information without hesitation? - Are you well trained in Non-Convincing Language which removes pressure from both you and the client? - Do you use the one prospecting question that attracts new prospects all the time? As a financial professional, you have access to a wide variety of asset allocation software systems, customer relationship management tools and planning widgets. LIP works alongside all of these and actually helps clients understand their current position much more clearly. By using LIP first in the meeting process, you will define your recommended strategies so clients can make decisions more quickly. The complexity of long spreadsheets and pie charts is no longer in your way. Clients immediately understand the 2-line graph and will be asking you for the products that will solve their retirement challenges. Ultimately, LIP challenges the status quo of retirement planning and helps clients easily see and understand whether or not their long term plan is in balance and on track to a secure retirement. It allows you to remove confusion for faster decision making.