Create an Income Plan for your client that is comprehensive, showing all their accounts and other sources of income in a single page document. It is easy for the client understand your recommendations in a concise clear format. The Income Plan can also be viewed in a graphic format.
Add Client Accounts: Show equity accounts, savings accounts, annuities, and life insurance policies etc.
Add Other Sources of Income: Show Social Security, Pensions, Rental Incomes, etc. Other Income can be indexed for inflation or COLA increases. If your clients are still working you can show earnings expected between now and when they plan to retire.
Add Target Income: Show a target income that you and your client have determined they will need for their retirement. Target Income can be indexed for inflation.
