About the ROI – Reliability of Income® Profiler

Your personal goals and priorities should determine the type of strategy you use to create retirement income. The ROI Profiler helps you and your advisor arrive at the strategy that best reflects your needs. The ROI Profiler helps by:

1. Quantifying your sensitivity to investment volatility.
2. Determining your need for stable, lifetime income.
3. Assessing your need for liquidity in the strategy.
4. Determining how important leaving a legacy fund is to you.

Use the ROI Reliability of Income® Profiler to understand the characteristics of the retirement income strategy that is best for you. The Profiler assesses four areas that are important.

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