Great ideas are those that address real needs and necessities for consumers. Great ideas require lots of courage and faith.
In this episode, Matt Ackermann sits down with Phil Lubinski and Raymond Lucas to discuss the idea behind the lifetime income model. Phil and Raymond developed a financial planning model that changed the way advisors work with their clients. The trio talk about this model and how it transitioned from a great idea to a successful tool.
Phil & Raymond discusses:
- What the Lifetime Income Model is and how it works
- The ideation process of the Lifetime Income Model
- How clients reacted to the introduction of the model
- What they would have done differently in the creation of the model
- And more
Connect With Phil Lubinski:
Connect With Raymond Lucas:
Connect With Matt Ackermann:
- Integrated Partners
- LinkedIn: Matt Ackermann
- LinkedIn: Integrated Partners
- Twitter: Integrated Partners
About Our Guests:
Phil has spent over 30 years as a financial advisor, serving almost exclusively retirement income planning clients. He has trained thousands of advisors from around the country on his time-segmented retirement income strategy
As the Senior Vice President of Financial Planning and Training, Raymond supports IFP’s mission of providing a long-term approach to clients’ financial planning needs. Through training and case design experience, Raymond ensures diligence, research and careful consideration are the foundation of every plan designed and implemented.
Phil Lubinkski is the Founder and Head of Retirement at WealthConductor and is a separate entity and not affiliated with Integrated Partners and LPL Financial.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Partners, a registered investment advisor and separate entity from LPL Financial.
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