How RISA works
Completed in just 15-20 minutes, your client’s responses to the questionnaire will reveal their unique preferences for sourcing retirement income. More than a simple risk assessment, the custom report generated from their answers will guide you in delivering retirement income solutions tailored to each client's wants and needs.
“Every client is different, so understanding their unique needs is key to building a plan they can stick with,” says Independent RIA and DPL member Andrew Lippert.
See how he uses RISA as a first step in the planning process.