Sound Income Group

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Fort Lauderdale, FL
Sound Income Group

Empowering Growth for Independent Financial Advisors, Franchisees, and Clients for Over 30 Years!

05/21/2026

🏆 A rebrand is more than a new look. Ours just won a Silver ADDY Award.

When we set out to rebrand Retirement Income Source, we didn't start with colors or fonts.

We started with a question:

What does it feel like to work with a firm that truly has your back in retirement?

Everything we built — the visuals, messaging, and brand identity — was designed to answer that question at every touchpoint. The American Advertising Federation recognized that work with a Silver ADDY Award for Outstanding Achievement in Advertising.

We're humbled. We're proud. And most importantly, we're reminded of why the work matters. Behind every piece of creative is an advisor having a real conversation with a real person trying to figure out how to make their retirement income last.

That's the story we set out to tell better. That's the story that won.

To our advisors, partners, and team: Thank you for being the reason this brand is worth building.

05/20/2026

🏆 We're honored. We're proud. And we're just getting started!

We have been awarded a Silver ADDY Award for our Retirement Income Source® rebrand by the American Advertising Federation — a national recognition for outstanding creativity, design, and excellence in marketing.

But here's what this award really means to us:

It means the way we show up for advisors, their clients, and the mission of stress-free retirement planning is being recognized on a national stage.

This isn't just a new look; it's a brand built with intention, designed to support real conversations, relationships, and results for retirees and pre-retirees across the country.

To every advisor and team member who represents this brand every day, this one's for you.

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05/05/2026

Here’s the uncomfortable truth: Most financial plans look great… until life actually happens.

Market volatility. Death. Illness. Timing risk.

That’s where most plans fall apart.

We’re hosting a 30-minute session for advisors focused on what actually helps protect client outcomes.

Inside:
✔ A practical, better protection planning framework (L.I.F.E.)
✔ How to identify hidden gaps in existing plans
✔ Advanced case insights from top industry leaders

Featuring:
Andrew Thorpy — Breaks down why tracking your business is non-negotiable and walks through the Metrics 360 platform, helping advisors gain clarity, improve performance, and scale with intention.

Nick Tranghese — Shares real-world advanced case challenges and modern solutions, equipping you with strategies to confidently navigate complex planning scenarios.

Register here: https://hubs.li/Q04dNn_90

If you cannot attend the live session, register anyway to receive the recording!

04/29/2026

Meet your host for Episode 4 of L.I.F.E. Lessons: When Life Drives the Plan, Dan Sheehan.

With 39 years in the industry, Dan brings a perspective that only comes from doing it all:
✔️ Advisor
✔️ Manager
✔️ Product strategy
✔️ Supporting advisors at every level

From MetLife to launching life insurance initiatives at Sound Income Group, Dan has spent his career focused on one thing: helping advisors better serve their clients.

Join him (and the full panel) as we explore what happens when life doesn’t go according to plan.

Register: https://hubs.li/Q04d2RTn0

04/22/2026

Plans are great… until life happens.

Join us for Episode 4 of L.I.F.E. Lessons: When Life Drives the Plan for a real conversation on adapting planning strategies when clients face the unexpected.

Featuring:
✔️ 39-year industry veteran Dan Sheehan
✔️ Advanced planning insights from Nick Tranghese
✔️ Growth + coaching perspective from Andrew Thorpy

Register here: https://hubs.li/Q04d1bZc0

If you cannot attend the live session, register to receive the recording!

04/02/2026

Episode 3!

Only a few hours left before we go LIVE 🚨

Join Saul Hasranah as he explores modern solutions to the inherited IRA dilemma, plus insights from Steve Archer on expanding your practice.

Hosted by Dan Sheehan, whose 39-year career supporting advisors includes MetLife, National Life, Plum Life, Simplicity, and now Sound Income Group.

Simple. Actionable. Advisor focused.

Can't attend? Register anyways to receive the recording!

https://hubs.li/Q047q8cz0

03/30/2026

L.I.F.E. Lessons: When Life Drives the Plan Episode 3 is almost here!

In this session, we’ll explore modern strategies to help advisors address the inherited IRA dilemma and how to better guide beneficiaries through complex decisions.

Walk away with practical ideas you can apply immediately in your practice.

Life is not simple, but L.I.F.E. can be.

Register here 👇
https://hubs.li/Q047q6150

03/23/2026

Changes to inherited IRA rules have created new challenges for advisors and beneficiaries.

Join our webinar; L.I.F.E. Lessons: When Life Drives the Plan Episode 3 as Saul Hasranah, case design strategist, shares modern strategies to help heirs navigate inherited IRAs and protect client outcomes.

You’ll also hear from Steve Archer on expanding planning conversations in your practice.

Hosted by Dan Sheehan, who brings 39 years of experience supporting advisors across MetLife, National Life, Plum Life, Simplicity, and now Sound Income Group.

Register now: https://hubs.li/Q047q3g00!

02/27/2026

Income-first planning isn’t just better for retirees — it’s better for advisors, too.

On Michael Kitces' Financial Advisor Success Podcast, David Scranton explains why focusing on income — not just total return — changed client conversations and advisor growth.

If retirement income is core to your practice, this episode hits home.

Listen to the full episode here: https://hubs.li/Q044_tmR0

Want to learn more? Message us, let's talk!

02/26/2026

One week away! 🚨

Episode 2 of L.I.F.E. Lessons is almost here!

This month, we’re bringing you industry leaders Kristin Carleton and John Baez.

Kristin shares why Plan P is vital for special needs families, while John offers practical strategies for navigating the more sensitive conversations that holistic planning requires.

Learn a repeatable framework to uncover gaps, simplify complexity, and strengthen client relationships!

Register here:https://hubs.li/Q044HXsP0!

Address

500 W Cypress Creek Road, Suite 250
Fort Lauderdale, FL
33309

Website

https://www.soundincomegroup.com/

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