Streamlining Retirement Income Planning with Wealthbox + MoneyGuide

Advisors can now simplify retirement distribution planning while addressing client concerns about guaranteed income. Join Wealthbox and MoneyGuide to see how integrated workflows help present income options, model scenarios with Secure and Total Income, and even stress-test strategies, turning complex retirement planning into actionable insights that benefit clients.

This webinar will cover:

1. Leveraging MoneyGuide data within Wealthbox for retirement income planning
2. Presenting guaranteed income options and client-focused scenarios
3. Using Secure and Total Income to model distribution strategies
4. Stress-testing plans to identify risks and optimize client outcomes