CALCULATING MY LIFE INDEX (MLI)
Designed to continue the conversation started after completing the Income for Life Workbook, Calculating MLI (My Life Index) is a tool that will help advisors and their clients get more specific about financial objectives and goals by answering the following questions:

• 
How much do I need to live my life?
• 
How much capital are we working with?
• 
How much do I need each month/year?
• 
What do I need to live my life?
• 
Where can I get the return I need?
• 
Can I help others and still live my dreams?

Each question is explored in detail and clients will walk away with a better understanding of what they will need to meet individual goals. In addition, the tool is designed to help clients better understand how important each of their goals are within the scope of their entire retirement, and whether or not they need to rethink some of their original goals and objectives.

[PREVIEW]

 


-

Copyright by Financial Planning Life Institute Copyright by Financial Planning Life Institute