Watch Mitch talk about The Retirement Risk Profile

For more than a decade, tens of thousand of financial professionals have turned to the Financial Life Planning Institute (FLPI) to help them transition their organizations from products and process to the next level of financial planning-Financial Life Planning. FLPI has worked with both individuals and organizations to show them how to secure a profitable future by developing clients for life. Leading organizations around the globe have chosen to partner with FLPI because they know the future of financial planning starts here. Click here to learn more about FLPI.
   

The Retirement Risk Profile is a tool that helps advisors create a conversation focused on assessing milestone events in a client's life that have the potential to increase that client's financial risk-events such as a change in marital status, loss of a loved one, change in career, inability to work, assisting an aging parent, or dealing with a financial windfall. Using the acronym LIVE, the Profile helps advisors assess four types of risk:

  • Longevity Risk - Clients will outlive their money
  • Inflation Risk - Purchases will cost more tomorrow
    than they do today
  • Volatility Risk - Clients may lose money they've invested
  • Events Risk - Financial impact of unexpected events

The Profile also includes Retirement Roulette™, an interactive and entertaining tool that helps advisors show clients what 10-20 years of market gyrations feel like--in five minutes or less!

Click here to learn more.
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