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Finance - Insurance

Milliman – Retirement Income Wheel Chart

Millman Investment Guide


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 top wheel, advisors can select the age of a client. You then view withdrawal rate details at three different investment approaches.



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Client: Milliman



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