Building Your Business Russell Retirement Essentials · Lifestyle · Estate Tool

The Russell Essentials · Lifestyle · Estate Retirement Tool is an innovative and practical tool to help you create a customized retirement plan for your clients, either in retirement or nearing retirement.

The Russell Essentials · Lifestyle · Estate Retirement Tool helps clients understand how to allocate their assets to make sure their essentials, lifestyle and estate requirements are covered through retirement. For those clients who are 10 years or less from retirement, the Tool can also project the assets required to fund their Essentials and Lifestyle expenses at retirement.

How easy is it?

In just a few steps, you can create a customized client proposal that helps your clients easily plan for a financially healthy retirement.

1. Ask your clients to complete the Pre-Meeting Worksheet

2. Enter Sources of Income and Anticipated Expenses in the Retirement Tool

3. Create a Client Report for your files or print a Client Proposal

4. Download the Account Implementation Tool to easily allocate your clients’ assets across their different accounts

The Tool takes into account taxation, marital status, longevity considerations and a variety of other key retirement income factors.

For more information on the Tool please contact a sales representative.

Please note that you can create a report showing all inputs and recommendations at the end of each session; this can be printed or saved for your own files.

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