Lifetime Income Process
LIP IS RETIREMENT SOFTWARE + COMMUNITY & TRAINING!
LIP challenges the status quo of retirement planning and helps clients easily see and understand whether or not their
long term plan is in balance and on track to a secure retirement. It allows you to remove confusion for faster decision making.
Here is what is included with your LIP membership:
The Lifetime Income
Process Software
A revolutionary tool that transforms the way financial advisors approach retirement planning and client decision-making.
Shift from Needs-Based to Wants-Based Planning – Help clients move beyond basic survival numbers and envision a retirement that truly reflects their aspirations.
Drive Immediate Behavioral Change – Present information in a way that instantly shifts client perspectives, leading to faster and more confident decisions.
Powerful Financial Calculators – Quickly compute future value, present value, payments, rates, and time periods to provide precise and actionable insights.
Fast, Visual, and Understandable – Simplify complex financial concepts with an intuitive system that makes retirement planning engaging and easy to grasp.
Make retirement planning clearer, faster, and more impactful—giving clients the confidence to take action and advisors the tools to succeed.
All Features Included With Your Software:
LIP
Materials
Essential tools to simplify client conversations and drive engagement.
-1 Page Fact Finder
-Opening Client Presentation
-1 Page Referral Guide
-And More...
LIP Online
Training Course
A fully video-based training system designed for seamless learning and implementation.
-Complete Online Training Center
-Self-Paced, No Manuals
-Full Video Integration
-Comprehensive Training Library
LIP
Community
Ongoing support, training, and resources to help you master the Lifetime Income Process™.
-Live & On-Demand Training
-Practice Management
-Case Design & Product Knowledge
-Collaborative Learning
Non-Convincing Language Training
A powerful communication framework that makes selling effortless.
-Sell Without Convincing
-Master Key Financial Solutions
-Transform Communication
-Eliminate Sales Barriers
WHAT OUR CLIENTS SAY:
The Lifetime Income Process is a planning system that focuses on the truth. LIP shows clients and advisors the truth of a family's financial situation. It gives me confidence that we are giving the client the whole truth. It also gives me confidence that we are beginning at the right place to build a plan that helps the client achieve their goals. It gives the client confidence...they can see very clearly whether they are in great shape financially or whether they need to make changes. Either way (with LIP), we can show them very quickly the answer to keeping their plan on track or how to fix their plan without shoving a bunch of products down their throat. This puts clients at ease and also gives them hope, clarity and direction for their future.
This has changed my practice from the way I speak to clients, down to how I manage my practice. It gives me the confidence I need without being ‘salesy.’ We have one client in particular that once he and his wife saw the need for accuracy in their retirement planning, they scheduled an additional meeting to make sure they had the most accurate information to plug into the program. Our clients are appreciating the value this program provides.
The Lifetime Income Process gives the new advisor a great deal of confidence to know they can add genuine value to the client or prospect along with offering a uniquely simple approach the client easily understands. LIP has given our clients peace of mind and direction that can only be obtained by using this type of system. It never gets old hearing clients and prospects tell us: "This is what I was looking for;” This is "simple;” "I understand this!" Most comments are also accompanied by tears and laughter that comes only from these (LIP) meetings.
Randy T.
Pensacola, FL
Ed C.
Dothan, AL
Andrew M.
Pensacola, FL