Links mentioned in this episode:
Learn about the methodology behind the RISE Score: https://frm.milliman.com/-/media/frm/pdfs/3-17-21-frm-milliman_rise_score.ashx
Access the RISE Tool here:
https://www.protectedincome.org/rise-calculator/ – The Alliance for Lifetime Income – client version
https://www.protectedincome.org/rise-calculator-fa/ – The Alliance for Lifetime Income – advisor version108 Using and Improving Your RISE Score On The Way to Retirement to with Sheila Jelinek and Peter Sun
Thank you to our show sponsors: CUNA Mutual, The Index Standard and SE2!
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.