Powered by RISE®
Soon after the partners at Thrive® Income Distribution, LLC (Curtis Cloke and Garth Bernard) launched their venture, they began searching for the right strategic partner to help them bring the Thrive® solution to a broader audience. Curtis and Garth looked for a company with a commitment to guarantees as a part of the retirement solution, expertise in marketing retirement income offerings to advisors, and experience designing and delivering complex planning platforms. They found such a partner in The Retirement Income Solutions Enterprise, RISE®. One of RISE®’s core offerings is advisor-led sales and engagement systems.
Working closely with Thrive®, RISE® built a complete turnkey offering that is potentially attractive to producers and financial institutions alike:
First, RISE® used its product-neutral approach and deep technical and marketing experience to deliver a scalable, web-based technology platform featuring the proprietary Thrive® methodology.
Next, to complement the technology platform, RISE® also developed the marketing materials that help advisors understand, market, and sell the Thrive® concept. Thrive® utilizes the RISE® engagement tools to educate clients on the key risks in retirement and make the retirement financial “big picture” easy to understand. These simple, yet powerful interactive tools engage and sell clients on retirement income solutions, before any products are discussed.
Thus, the Thrive® Income Distribution System is powered by RISE®.