RISE Launches Income Planning Tool for Middle Class
August 3, 2008
RISE, or Retirement Income Solutions Enterprise, Inc., an Atlanta-based consulting firm, has introduced Mature Simplicity, an income education and planning tool for financial planners and their middle-market clients.
Mature Simplicity delivers “interactive, actionable, product-neutral advice and solutions which clients can trust. Advisors can efficiently deliver advice to mass-market clients and prospects who are looking for simple yet effective action plans,” according to a RISE release.
RISE said the complexity of most tools has made sophisticated income planning a luxury for high net worth and affluent clients, “leaving tens of millions of middle class Americans underserved. This underserved market represents an opportunity of immense proportion for advisors who are able to provide compelling, actionable retirement advice in an efficient timeframe.
“The current state of affairs is the result of a crisis of imagination and innovation within the financial services industry that has left a canyon-sized gap that has now been bridged with the RISE Mature Simplicity financial education process and supporting advice tools.”
The Mature Simplicity tool-kit was first provided to attendees at the Million Dollar Round Table Annual Meeting in Toronto last June on a DVD. Advisors interested in obtaining a RISE Mature Simplicity free-trial package should contact rcarey@therisereport.com. An overview of the RISE Mature Simplicity process can be found at davidbarfield.com/rise.
RISE was created by Rick Carey, founder of VARDS, the variable annuity research service later sold to Morningstar Inc., and Jeffrey Dellinger, author of The Handbook of Variable Income Annuities (Wiley, 2007). They have since been joined by former MetLife executive Garth Bernard, who leads Sharper Financial Group LLC.
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