Income Planning


How do you take the investments in your retirement plan and use them to generate a reliable stream of lifetime income? Our reliable income planning speakers help provide tools & strategies to provide your clients with the best possible chance of achieving their desired results based on their needs.

Faisal Habib, PE, MBA, FRM

Faisal is a retirement income and investments analysis expert, who has worked closely with Moshe Milevsky and played an influential role in the development of PrARI™ which is an analytical approach to product allocation for retirement income

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Tom Hegna, CLU, ChFC, CASL

Focused on providing value to companies, managers and financial advisors. Tom has had a multi-billion dollar impact on the insurance industry and he can have a multi-million dollar impact on your operation

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Manish Malhotra, MBA

Manish Malhotra launched Income Discovery to develop innovative solutions addressing the retirement income planning challenge

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