INCOME GAP ASSESSMENT

The Number One Tool Advisors Need to Save Time and Guarantee Income in Retirement

What if there was a quick and easy way to assess whether your clients have an income gap or excess cash flow?

The Income Gap Assessment will allow you to skip the long, drawn-out budgeting process and get right to the good stuff: what kind of situation is your client facing once they retire?

The Income Gap Assessment exercise is designed to determine the gap between the net income a person is currently living on while working and the fixed income sources they will have after they retire.

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Income Gap Assessment