April 28, 2022 @ 12:00 pm – 1:00 pm

Our Value of Income Planning℠ (VIP) process helps you provide additional value when reviewing your clients’ overall retirement income strategies by helping them to uncover income gaps and identify potential solutions.

We personally want to invite you to a virtual event for “The Value of Income Planning: A Process for Retirement Preparedness” where we will introduce you to a repeatable and easy-to-use retirement income process, provide supporting materials and tools you’ll need for income conversations with clients, and provide a demonstration how annuities could fit within a financial strategy as a retirement income gap solution.

This session will cover the following:

  1. The easy to use Value of Income Planning process
  2. The importance of reliable income strategies to help cover potential income gaps
  3. An eMoney financial planning software annuity modeling demonstration

Please use the registration form below and sign up today to learn more about how our VIP process can bring more value to your next retirement income conversation and to see an eMoney demonstration of how an annuity could fit within a financial strategy.

April 28, 2022

10:00 AM – 11:00 AM Mountain Time


Presentation Topic
The Value of Income Planning and eMoney

Presented by
Joe Hagg and Dave Vogel