The Bucket Bliss Index
The next big thing in retirement income planning is here. You can make any retirement plan look good on paper, but what is the probability that the plan will prove to be successful for your client? The Bucket Bliss Index is a new tool embedded in Bucket Bliss Advisor that measures a combination of seven components on a scale of 1-100 to allow both you and your clients to see how viable their retirement plan is; the higher the Bliss Index, the more likely the plan is to succeed. Once the Bliss Index has been calculated, you can view how each component scored, and edit the plan to build a more efficient one for your clients. Knowing what you can do to create a better retirement plan for your clients will help you act in their best interest and ensure your practice’s DOL compliance.