Demo: Income Lab Integration

Take advantage of the fpPathfinder and Income Lab integration. With this integration, Income Lab users can quickly access relevant fpPathfinder guides to support retirement income planning conversations.

For example: When evaluating retirement income strategies, you can use fpPathfinder guides to educate clients on planning opportunities, tradeoffs, and next steps.

Watch the quick video below to learn how to integrate the two platforms and where to find fpPathfinder gudies within Income Lab.

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