RISE SCORE TM

Your RISE ScoreTM

2 01 9

750+
• Over 750: Excellent
Own the Gap
Knowing your score can
help get you on track • 700 -749: Very Good
toward a rewarding and
enjoyable retirement. Your RISE ScoreTM is Excellent. • 650 -699: Good
Note where it falls in relation to
other scores. • 550-649: Fair
Your RISE scoreTM is for educational purposes
only, with limitations given the answers you • 350-549: Poor
have provided and assumptions underlying
the RISE Score™ model.
• Less than 350: Very Poor

WHAT IS THE RISE SCORE ? TM

The Retirement Income Security Evaluation Score (RISE Score™) is a measure of income security best used during the
financial planning process to help determine if there is a gap between retirement income and expected monthly expenses.
The RISE Score™ can also help assess how well a retirement portfolio covers living expenses, such as healthcare costs,
along with how security may be improved by adding protected lifetime income solutions to your retirement strategy.
Knowing your score can help you identify and own the gap between what you have and what you’ll need in retirement.

The RISE Score™ model focuses on four key risks: market risk, the risk of outliving your money, inflation and the
sequence of returns effect. There are a number of other factors that may impact your RISE Score™, such as tax
treatment of your portfolio balances, capital gains and losses, tax rates, and even something as simple as entering your
data incorrectly.

To find out more and how a protected lifetime income strategy might impact your RISE Score™, schedule a
meeting with your financial advisor. Simply print this page and bring it with you to your meeting.

The Alliance for Lifetime Income is a nonprofit 501(c)(6) organization formed and supported by 24 of the nation’s leading financial services organizations with the mission of educating consumers and financial advisors about
the potential benefits of protected lifetime income in retirement planning. The information contained in this document has not been developed, reviewed or approved by any of the financial services organizations that are
members of the Alliance, except for Milliman Financial Risk Management LLC and Milliman Inc. Milliman Financial Risk Management LLC is an SEC-registered investment advisor and subsidiary of Milliman, Inc

The information, products, or services described or referenced herein are intended to be for informational purposes only. This material is not intended by Milliman to be a recommendation, offer, solicitation or advertisement
to buy or sell any securities, securities related product or service, or investment strategy, nor is it intended by Milliman to be to be relied upon as a forecast, research or investment advice. The products or services
described or referenced herein may not be suitable or appropriate for the recipient. Many of the products and services described or referenced herein involve significant risks, and the recipient should not make any
decision or enter into any transaction unless the recipient has fully understood all such risks and has independently determined that such decisions or transactions are appropriate for the recipient. Investment involves
risks. Any discussion of risks contained herein with respect to any product or service should not be considered to be a disclosure by Milliman of all risks or a complete discussion of the risks involved. The recipient
should not construe any of the material contained herein as investment, hedging, trading, legal, regulatory, tax, accounting or other advice. The recipient should not act on any information in this document without
consulting its investment, hedging, trading, legal, regulatory, tax, accounting and other advisors. Information herein has been obtained from sources we believe to be reliable but neither the Alliance nor Milliman nor
their respective parents, subsidiaries or affiliates warrant its completeness or accuracy. No responsibility can be accepted for errors of facts obtained from third parties. The information contained herein is subject to
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