To impart confidence among producers who want to enter the distribution marketplace, Wealth2k offers The Income for Life Model Training Institute, a comprehensive training program that has won accolades from producers across the U.S. Led by nationally-recognized income distribution expert Philip G. Lubinski, CFP®, The Income for Life Model Training Institute introduces the producer to the income planning strategies and techniques that are necessary for success.
In 1984, Phil Lubinski originated the underlying asset allocation model upon which IFLM is built. He has used the concept in his retail practice since and has taught hundreds of financial advisors how to implement it. This real-world experience with clients is one reason why producers respond so strongly to our training. It's highly practical and full of insights producers need to maximize their success.
Available as both an eight-hour and twelve-hour program, the training institute is a vital element in Wealth2k's strategy for success in the largest marketing opportunity of our time.
Topics Covered at the IFLM Training Institute:
- Accumulation Logic vs. Distribution Logic
- The IFLM Philosophy
- Fact Finding
- Client Seminar Presentation
- The Implementation Process
- Funding the Segments
- Marketing the IFLM program
