Evansville Office: (812) 402-0455
Louisville Office: (502) 515-3303

What is your RISE Score?

Did you know that there is a Retirement Income Security Evaluation Score (RISE Score™) much like a credit score on a zero to 850 scale, but for your retirement. “The purpose is to provide you with an estimated measure of income security to help you determine whether you’re on track with your current retirement income plans.” “The RISE Score is also designed to help answer this simple question: How can my retirement security potentially be improved through the addition of lifetime income solutions in my retirement planning strategy?” Call us if you are looking for additional lifetime income. We know of some options you may not know about, and we’re are always here to help.

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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This commentary was created by a third-party for the Agent’s use. NTM 08-27.