GoWealthPro offers a number of innovative products for planners and individuals. The Personal Financial Index® (PFI module) is essentially an interactive client questionnaire with some basic calculation capabilities built in. It calculates a score designed to be a single numerical estimate of the client or prospect’s overall financial health, in much the same way that a FICO score is meant to represent a person’s creditworthiness. The SRIP leverages the information collected when compiling the PFI score to arrive at a Retirement Income Schedule …

By Joel Bruckenstein
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