Partner Spotlight: fpPathfinder + Income Lab
fpPathfinder is thrilled to announce its partnership with Income Lab, a leader in retirement income planning software.
This collaboration marks a significant step forward in supporting advisors by enhancing their retirement planning processes, helping them engage clients in more meaningful discussions and deliver comprehensive planning solutions.
Why This Partnership Matters
The partnership between fpPathfinder and Income Lab bridges an important gap for advisors seeking to elevate their financial planning strategies. Many advisors focus on overall portfolio management, but seek more specialized tools to help clients navigate complex retirement decisions. By integrating fpPathfinder’s guides into Income Lab’s software, advisors now have an easy way to provide clients with clear, actionable advice on key topics such as Social Security, Medicare, Roth IRA conversions, Required Minimum Distributions (RMDs), and more.
What This Means For You
- Before the Meeting: Use fpPathfinder’s step-by-step guides to identify key client concerns and prepare for a deeper, more insightful conversation.
- During the Meeting: Leverage the imbedded guides in Income Lab to walk clients through planning scenarios, offering clear and actionable visual aids that educate clients.
- After the Meeting: Share white-labeled, client-facing guides with clients to reinforce key takeaways and further engage them in proactive planning.
How It Works
As part of this partnership, fpPathfinder integrates its retirement planning checklists directly into Income Lab’s software, including guides on Social Security, Roth IRA conversions, Medicare, and RMDs.
These guides will be directly imbedded into Income Lab’s platform, allowing advisors to leverage this content during client meetings, giving them an edge in delivering personalized, actionable planning advice.
Getting Started
Watch the demo below to learn how to get started with this integration.