Sheryl O’Connor and Steve Kellar join us to discuss how IncomeConductor – a proprietary, time-segmented, online tool empowers advisors, firms, and individuals internationally to plan for retirement more simply, more accurately, and more reliably. We discuss how to change client focus from investment returns to income reliability and much more.
Connect with Sheryl O’Connor, CEO & Founder, IncomeConductor:
Connect with Steve Kellar, Retirement Income Services, IHT Wealth Management
Learn more about Nassau Re/Imagine: imagine.nfg.com