Lifetime Income Solutions Program
Tackle Retirement with the Income Fact Finder
Get help creating your retirement income game plan. Check your retirement readiness with the Income Fact Finder. This interactive worksheet features Western & Southern spokesperson Cris Collinsworth and provides a concise and user-friendly summary of income needs and sources. Use it to compare results and inventory investable holdings that may help bridge income gaps.
A completed fact finder can be saved, printed and emailed as needed. Plus, you can use it to discuss results with your financial professional and create a game plan to adjust for the future.