How do you actually build, manage and monitor an income distribution plan for your client? The founders of Wealth Conductor, Sheryl O’Connor, Phillip Lubinsky, and Tom O’Connor talk about the problem faced by advisors when they take on this task. They also walk us through the solution they have created to put advisors and agents at the top of the game. Read more about their product here.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.