The Income for Life Model - Frequently Asked Questions

What is the compliance approval process for this application? Featured

Joe Doherty January 28, 2011 17:19

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Any new brochure for the IFLM and website features?

Joe Doherty January 28, 2011 17:08

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What do you have for use in seminar presentations?

Joe Doherty January 28, 2011 17:04

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Who checks your calculations and how are they checked?

Joe Doherty January 28, 2011 17:02

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Are Webinars posted on your Web site?

Joe Doherty January 28, 2011 16:52

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When will my site be updated?

Joe Doherty January 28, 2011 16:50

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Do RIAs charge planning fees for using The Income For Life Model?

Joe Doherty January 28, 2011 16:39

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What about a column on the illustration combining IFLM income and floor income?

Joe Doherty January 28, 2011 16:28

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Do broker/dealer partnerships have this tool availible?

Joe Doherty January 28, 2011 16:21

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I'm having an issue with my Income For Life Model, who do I call?

Joe Doherty January 28, 2011 16:14

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I receive the software through Securities America. How do I get Model updates?

Joe Doherty January 28, 2011 16:11

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What type of investment will yield the 10 or 12% yields?

Joe Doherty January 28, 2011 16:08

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Does the floor include EIA annuities with the newer Income Riders?

Joe Doherty January 28, 2011 16:07

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What growth rate are you using during the income years for each bucket?

Joe Doherty January 28, 2011 16:06

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Do you rerun or rebalance each year or periodically to re-balance real performance against beginning expected or projected performance?

Rachel Fox January 28, 2011 15:41

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Do you have a power point that we can use for a seminar/workshop?

Rachel Fox January 28, 2011 15:40

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How much can we brand the material?

Rachel Fox January 28, 2011 15:38

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Your bucket strategy implies that in 25 years, your OLD client is now 90%+ invested in aggressive equities.

Rachel Fox January 28, 2011 15:34

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Does the "flooring" ROR of 5% mean 5% withdrawal rate, or an actual 5% ROR?

Rachel Fox January 28, 2011 15:33

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Help me understand how taxes are addressed in these calculations.

Rachel Fox January 28, 2011 15:31

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Is the Model able to pull in Social Security information?

Joe Doherty January 28, 2011 15:31

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Can actually results be tracked through The Income For Life Model?

Joe Doherty January 28, 2011 15:19

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What license is required to use The Income For Life Model?

Joe Doherty January 28, 2011 15:16

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Are you approved to be used across multiple BDs?

Rachel Fox January 28, 2011 15:13

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If I was a potential investor, how would I end up as a prospect for you?

Rachel Fox January 28, 2011 15:11

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Has the IFLM Power Point been updated?

Rachel Fox January 28, 2011 15:10

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Any plan to shorten the 20 minute movie? Takes lots of time of open and is very long.

Rachel Fox January 28, 2011 15:09

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How does the model adjust at the end of each segment?

Rachel Fox January 28, 2011 14:52

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Is the bucket strategy concept oriented? Or does the system allow us to plug in specific products?

David Macchia January 28, 2011 14:38

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Can advisors modify rate of return assumptions?

David Macchia January 28, 2011 14:16

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