Many times when planning for retirement we often try to lock onto a specific date. However, it may be more productive for some to focus on their actual level of preparation for retirement. Today, Sheila Jelinek and Peter Sun from Milliman join us to talk about the genesis of the RISE tool which does exactly that. They explain how to get either your score or that of your client, and more importantly, how to use it to improve your plan over time. Also, do you want to get regular updates on news from Sheila, Peter and other guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.

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://alex.fyi/rise/

https://www.therisescore.com/

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 version