Over recent moths many advisors have expressed their desire to be able to create IFLM income plans using the iPad. I’m happy to announce that we’ve completed the necessary work and you may now enter proposal data on the iPad. You’ll also be able to see the Personalized Analysis output on the iPad. I know this is an exciting development for some of you who have been eagerly awaiting this feature. To create a Personalized Analysis just login to AdvisorAccess as normal using Safari.
Articles in this section
- FINRA Broker Check Notice to Members requirement
- Retirement income planning and the universal fiduciary debate
- The Income for Life Model® wins Prestigious Award
- Social Security Wise™ Wins 2013 Retirement Income Communications Award
- Retirement Income Planning Conference
- New IFLM Prospecting tools for a Post DOL World
- Wealth2k and the Retirement Income Industry Association are Offering IFLM Users a Free Retirement Management Journal Digital Subscription ($900 value). Select "Wealth2k" to have fee waived.
- Latest Enhancements to IFLM Income Planning Software Are Live
- Anouncing iPad Compatibility for IFLM income planning software
- New software Feature Enables "Floor" Income Streams with Durations Shorter than Lifetime