Advizr Blog

Incorporating annuities into retirement plans

Annuities can be an important tool in a financial advisor’s toolbox for successful retirement planning (as well as other less common uses). We often work with advisors who may not have recommended an annuity their client comes to them with, but who need to see how it fits into the client’s overall strategy before determining what, if anything, to do with it. Other advisors who work primarily with retirees recommend annuities because of their incredible value for providing a “floor” of income, not to mention the guarantees that a client can buy along with them.

Read More

Tags: Features and Skills

What’s coming in Q2 (and Q1 updates review)

Features and Skills
Advizr was super productive and busy during the first quarter of the year. We released new features and expanded our team to serve you better. As you may know, we launched a slew of capabilities in the last few months:
Read More

Tags: Features and Skills

Advizr is now integrated with Redtail CRM

Redtail is one of the most popular CRMs among financial advisors and was an often-requested integration from our clients. We are delighted to announce the addition of Redtail to our integration partners list. Starting today, financial advisors using both solutions benefit from a seamless data transfer from their CRM into Advizr.

Read More

Tags: Integrations, Features and Skills

Retirement Distribution Strategies

As financial advisors, the biggest concern for our clients is usually planning for how to cover retirement expenses, and in doing this retirement planning, one of the top considerations is the hierarchy of accounts liquidated in order to cover expenses. To better meet the needs of advisors who are analyzing retirement distribution scenarios, Advizr recently added a feature in the Recommendations section of the Financial Plan called “Distributions”, which can be found in the What If's area of the Retirement goal.

Read More

Tags: Features and Skills

Steve Lockshin's view of Advizr on Kitces podcast

Industry Notes

Steve Lockshin speaks to Michael Kitces on his Financial Advisor Success Podcast yesterday

Read More

Tags: Industry Notes

3 4 5 6 7

Subscribe to our Blog