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Protect retirement income with a portfolio reliance rate review

Help strengthen your clients’ retirement income plans with a portfolio reliance rate review. We're by your side with resources and solutions that can help you incorporate these reviews into your practice and better support a client's goals-based plans. 
Test the strength of your clients’ income plans
A reliance rate calculation helps you “stress test” retirement plans to see how they stand up to income risks. Our case study shows how a portfolio reliance rate review uncovers income gaps and creates opportunities to recommend solutions. 
financial professional calculating a portfolio reliance rate with his clients
 Illustration meant to reference potential gaps found using the portfolio reliance rate worksheet.
A solution to lower portfolio reliance rates
You can help clients lower their reliance on non-guaranteed sources of income with a lifetime income solution like Protective® Income Creator fixed annuity. 
A solution to lower portfolio reliance rates
You can help clients lower their reliance on non-guaranteed sources of income with a lifetime income solution like Protective® Income Creator fixed annuity. 
A woman presenting a solution to help her clients lower their portfolio reliance rate.

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We’re here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.