WILL YOUR CLIENTS HAVE A GAP BETWEEN THEIR RETIREMENT INCOME AND EXPENSES?
Will your clients’ retirement income leave a gap between what they have and what they need? There’s a tool that can help them find out. The Retirement Income Security Evaluation (RISE) Score™ analyzes their income, expenses and the major risks facing their portfolio and generates a score that evaluates how likely they are to outlive their money. It’s like a credit score for retirement.