Calculating Dynamic Distribution Rates is not something you can figure out with a notepad or a calculator. On today’s episode, Justin Fitzpatrick from Income Lab joins Matt to talk about how through their software, they work to bring better outcomes and experiences to clients and why it’s important to talk to clients in a way that they understand.
Listen in as Matt and Justin discuss that people don’t change the way they speak just because they retire and how little changes can result in a big long-term effect.
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