Millman Investment Guide
Looking to create a handout that gets to the point? Milliman, a consulting company in the insurance industry, conferred with us to put together a tool to distribute at their next conference. The retirement income calculator allows financial advisors to calculate sustainable withdrawal rates for their clients. By rotating the wheel’s top disc, advisors can select the age of a client to view withdrawal rate details at three different investment approaches.
Call us today at 1.800.323.4433,
or fill out our FREE Custom Design form and we will create a sketch tailored to your needs!
What is a Wheel Chart you ask? Watch the movie below for more info.