Mitigate risks your plan

The final section in the Cash Flow Decisions tool is used to help mitigate any potential risk to your client’s financial plan. We offer various scenarios and options that can be used on a per client basis. In order to optimize planning, we offer solutions that will appear in the automatically generated presentation upon clicking “Print.”

• Longevity Risk
• Health Care Risk
• Market Risk
• Inflation Risk
• Work Related Risk
• Public Policy Risk
• Loss of Spouse Risk

All provide specific options for managing risks that may occur out the blue. Read through and speak with your client to decide which options fit best for them.