06/26/2008 - NORTHBROOK, IL
Life is not just a balance sheet. Retirement shouldn't be either.
Allstate nowadays announced the acquisition of Retirement Bridge, an innovative Internet-based customer engagement and reporting tool that goes beyond the numbers which are often the concentrate of retirement organizing. Retirement Bridge paints a holistic portrait of consumers' hopes, dreams, fears and readiness for their retirement years.
Whilst most retirement organizing tools seek only data - how a number of years till you program to retire, how considerably you have saved so far, and what products you are working with to save for retirement - Retirement Bridge assists prospects far better envision their person retirement goals, including exactly where they want to reside, what they want to do in retirement, their greatest worries, and their retirement preparation. Via this secure, on the web survey, prospects are in a position to address what is certainly crucial in their lives by way of a wide range of topics, from care giving to how they would like to function with a monetary representative.
Simple-to-read reports assist prospects see the challenges and opportunities ahead of them, including worksheets containing points and resources based on the customer's interests in the course of retirement. The survey tool permits Allstate monetary representatives higher insight into the customer, enabling stronger and way more trusting extended-term relationships.
"Organizing for retirement can be frustrating and intimidating for everyone," mentioned J. Eric Smith, president, Allstate Financial Services. "Allstate's vision is to reinvent retirement for middle marketplace shoppers and Retirement Bridge permits us to assist prospects envision and program for their retirement in new and way more meaningful ways."
"So a number of retirement planners look only at numbers, which can often be confusing and misleading. Retirement Bridge provides our monetary representatives a comprehensive picture of a customer's hopes and dreams for retirement. That enables our prospects and our monetary representatives to function with each other toward a vision of retirement they both clearly comprehend," mentioned Smith.
Retirement Bridge was created by Dr. Ken Dychtwald, president and CEO of Age Wave. Allstate acquired Retirement Bridge after receiving positive feedback from its monetary representatives and prospects in the course of a pilot of the survey last year.
"Today's retirement will demand new designs of monetary organizing and preparedness. At present, the business falls brief on supplying tools that assist monetary experts acquire insight into what certainly matters most to shoppers about their lives and their retirement," mentioned Ken Dychtwald. "We are excited that Allstate's monetary representatives will have a tool such as Retirement Bridge to far better assist prospects visualize their future and how to prepare to fund it."
"Our prospects have mentioned they want easy, however powerful retirement solutions, and these who have attempted Retirement Bridge like all that it offers," J. Eric Smith mentioned. "We're thrilled that we're now in a position to bring this innovative tool exclusively to our prospects."
Allstate's acquisition of Retirement Bridge comes at a time when Allstate Financial continues to expand its portfolio of innovative retirement products and services. Just last month, the corporation announced two new retirement products:
* ClearTarget? Retirement Funds, a target date mutual fund that automatically rebalances as shoppers strategy their retirement date
Allstate Guaranteed Lifetime Income, a companion item to the ClearTarget? Retirement Funds that assists assure prospects get assured earnings payments for as extended as they reside
With Retirement Bridge, Allstate is continuing its commitment to helping middle marketplace shoppers program for retirement, on their terms.
"Preparing for retirement nowadays is not what it used to be," Smith mentioned. "Given the uncertainties about Social Security and pension plans, folks need to take control of their personal retirement organizing."
"They need a corporation they can trust, a corporation that understands their wants and can assist visualize retirement on their terms, and a corporation that can deliver the most beneficial new products and services to assist ensure a comfortable future." he mentioned. "At Allstate, it is our target to meet these wants like no other corporation has carried out to date."
The Allstate Corporation (NYSE: ALL) is the nation's largest publicly held individual lines insurer. Widely known by way of the "You're In Good quality Hands With Allstate" slogan, Allstate assists people in around 17 million households protect what they have nowadays and far better prepare for tomorrow by way of around 14,900 exclusive agencies and monetary representatives in the U.S. and Canada. Buyers can access Allstate products and services such as auto insurance coverage and home owners insurance coverage by way of Allstate agencies, or in choose states at allstate.com and 1-800 Allstate. Encompass and Deerbrook Insurance coverage brand property and casualty products are sold exclusively by way of independent agents. The Allstate Financial Group delivers life insurance coverage, supplemental accident and health insurance coverage, annuity, banking and retirement products created for person, institutional and worksite prospects that are distributed by way of Allstate agencies, independent agencies, monetary institutions and broker-dealers.
Speak to:
David Steck847-402-5600
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