Video Tutorials
A selection of video tutorials.
Recorded Webinars
- Life, Death and Commoditization: The secret to attracting new clients and projecting your brand. Part 2
- Life, Death and Commoditization: The secret to attracting new clients and projecting your brand. Part 1
- David Macchia Presents the 2017 Client Seminar for The Income for Life Model
- Prosper After DOL
- IFLM - Income Floor Strategy
- Preparing for the Downturn: How IFLM and Hybrid Time-Segmentation Help You Manage Clients Anxieties
System Overview
- How to Make 2017 Your Greatest Year Income Planning Success with The Income for Life Model 2017
- Overview of "Funding"
- Overview of "Investment Segment" Section
- Overview of "Additional Income" (Income floor, external income)
- Overview of the "Summary" Section
- Overview of "Assets & Income" section
Tutorials
- IFLM 2017 TV Commercial Platform Overview
- Overview of using Tax Summary module in an IFLM case
- Introduction to IFLM Tax feature
- Adding a Single clients SS strategy into IFLM
- Getting Started Video Part 1- FAQ & System Overview
- IFLM Income Planning Software Training Recorded Webinar