Our Process

The RISK Process

A SIX-STEP TURN-KEY PROGRAM FOR BUILDING YOUR RETIREMENT INCOME SURVIVAL KIT™

The_Risk_Process

1. EDUCATE

The first step of The RISK Process™ is a proper education about the various risks that exist in retirement and the solutions offered within The RISK Process™.

Which plan is right for you?

TOOL: RISK Brochure, Video and Presentations

2. ENGAGE

In the second step, you have the option of entering into an agreement that clearly defines the commitments and responsibilities of each party in the process.

TOOL: The RISK Engagement Letter™

3. EXPLORE

The third step is to explore your retirement objectives and current resources to determine what steps are necessary to build your Retirement Income Survival Kit™.

TOOL: The RISK Questionnaire™

4. ENGINEER

The fourth step is to use the information gathered in the exploration process to engineer a custom RISK Model™. The model will contain different allocations of income solutions to address your specific objectives and risks.

TOOL: The RISK Portfolio Models™

5. EXECUTE

The fifth step involves the design of The RISK Blueprint™ – a concise action plan showing how to diversify your holdings among the various income solutions to create your personal Retirement Income Survival Kit™. The Blueprint shows how the proposed strategy compares with your current income plan, specifically indicating how various retirement risks are to be addressed.

TOOL: The RISK Blueprint™

6. EVALUATE

The sixth step is to provide ongoing review and evaluation of your Retirement Income Survival Kit™.

TOOL: The RISK Snapshot™

 

If you want to learn more about the RISK process click here