Safe Savings Rate (SSR) Planning Module Explanation

inStream’s Safe Savings Rate (SSR) plan module provides advisors with a new way to help clients plan for their future retirement goals.  The Safe Savings Rate planning tool will help advisors and clients discover the necessary “safe” savings rate required to achieve the client’s stated retirement goals and objectives. Our inaugural inStream Insights column takes a look at the conceptual underpinnings behind the “Safe Savings” research, and addresses how inStream is incorporating the findings into its new wealth management platform, and highlights how your clients can benefit from having a conversation around their “safe savings rate”.

To learn all about “Safe Savings Rate”, please download and read the attached inStream inSights article below.

To read more about the Distribution Management System (DMS) and the rules to apply for using DMS, click here.

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