RISE Launches Retirement Planning Solution for Financial Advisors

The Retirement Income Solutions Enterprise (RISE) launched a marketing system for financial advisors seeking to educate, engage, and sell clients on retirement income solutions.

The RISE Mature Simplicity engagement system includes interactive tools embedded in PowerPoint presentations and PDF documents.

Garth Bernard, RISE principal, said in a release that the engagement system fills a gap in the retirement income marketplace.

"There are many different products available for retirement income, but advisors struggle to position them in an integrated package to their clients without coming across as "product pushers," Bernard said.

"This is especially true with products providing guaranteed income such as income annuities, a critical component in most retirement income plans. We saw that the most successful advisors work to educate clients on the critical risks and issues they face in retirement, creating a big picture framework for their clients before they ever discuss specific products. We wanted to help advisors, and their clients, by taking those best practice approaches and making them widely available."

Included in the turnkey system are a seminar on the five key risks in retirement (longevity, inflation, healthcare, withdrawal and market) and emailable "living brochures" about the same risks, the Atlanta, GA-based company said.

Also part of the engagement system is an in-office presentation that introduces clients to the retirement income big picture and their individual readiness. Melanie Rodier has worked as a print and broadcast journalist for over 10 years, covering business and finance, general news, and film trade news. Prior to joining Wall Street & Technology in April 2007, Melanie lived in Paris, where she worked for the International Herald ... View Full Bio