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Solutions for Financial Institutions

Traditional retirement income sales processes are product-focused, leading to low close rates, high cost, and potential compliance issues. We’ve developed our solutions around a engagement-focused approach that will transform your sales results.
Learn about the RISE retirement income approach.
See the RISE advisor video.

RISE helps financial institutions profitably engage, win and satisfy more clients with compelling retirement income solutions using our efficient and effective processes and supporting interactive tools.  Whether your target is the rollover or retirement income opportunity, our tailored offerings enhance the value proposition of:

Asset Managers
Broker Dealers
Insurance Issuers

“MassMutual Financial Group is bullish on the value RISE brings to insurers, advisers, and consumers. RISE’s dedicated focus on optimizing the retirement experience enables us to capitalize on the value proposition unique to annuities, where we enjoy our strongest competitive advantage. RISE unifies the seemingly disparate elements of the retirement income challenge. The compelling message they deliver combined with recognized third-party testimonial gives us the edge necessary to effect meaningful change in both adviser and consumer attitude and behavior.” Judy Zaiken, Research Director, Annuity Product Marketing, MassMutual