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Simple Retirement Planning Tools
The RISE pre- and post- retirement planning tools are the perfect solution for advisors looking to pre-qualify prospects for retirement and insurance products and services. They are especially useful when comprehensive financial planning software is not warranted or initially needed. Advisors of all types can create an in-depth, customized pre- and post-retirement appraisal in under five minutes.
Watch a video about the planning tools.
Why Purchase RISE Simple Retirement Planning Tools
- Increases close ratios by pre-qualifying
- Boosts sales by establishing your retirement expertise
- Saves time by reducing pre-meeting preparation work
- Sets you apart from other advisors by offering instant what-ifs with your clients
- FINRA-reviewed
Retirement Income Allocator (RIA)
The RISE Retirement Income Allocator gives clients near retirement a snapshot of the retirement income they can expect. The RIA also suggests an allocation among insurance products, a perfect starting point for sales discussions. Best of all, it allows clients to immediately see the potential impact of what-if tradeoffs.
Download an overview of the RIA.
Retirement Readiness Estimator (RRE)
Give your clients and prospects still savings for retirement a picture of their retirement readiness. The RISE Retirement Readiness Estimator (RRE) shows them how much income they'll have compared to their working years. Clients can easily see the impact of key retirement decisions, allowing you to provide guidance with little time or effort required.
Download an overview of the RRE.
The RISE Retirement Readiness Estimator (RRE) pre-retirement planning tool is currently under development