06/26/2008 - NORTHBROOK, IL
Life isn't just a balance sheet. Retirement shouldn't be either.
Allstate currently announced the acquisition of Retirement Bridge, an innovative Web-based consumer engagement and reporting tool that goes beyond the numbers which are normally the focus of retirement planning. Retirement Bridge paints a holistic portrait of consumers' hopes, dreams, fears and readiness for their retirement years.
While most retirement planning tools seek only information - how a lot of years till you program to retire, how much you've saved so far, and what solutions you're applying to save for retirement - Retirement Bridge helps prospects improved envision their individual retirement objectives, including where they want to reside, what they want to do in retirement, their largest worries, and their retirement preparation. Via this secure, online survey, prospects are able to address what is really crucial in their lives by way of a wide range of topics, from care giving to how they would like to perform with a economic representative.
Easy-to-read reports help prospects see the challenges and opportunities ahead of them, including worksheets containing ideas and resources based on the customer's interests through retirement. The survey tool enables Allstate economic representatives greater insight into the consumer, enabling stronger and way more trusting long-term relationships.
"Planning for retirement can be frustrating and intimidating for any one," mentioned J. Eric Smith, president, Allstate Economic Services. "Allstate's vision is to reinvent retirement for middle market customers and Retirement Bridge enables us to help prospects envision and program for their retirement in new and way more meaningful approaches."
"So a lot of retirement planners look only at numbers, which can normally be confusing and misleading. Retirement Bridge offers our economic representatives a comprehensive image of a customer's hopes and dreams for retirement. That enables our prospects and our economic representatives to perform together toward a vision of retirement they each obviously understand," mentioned Smith.
Retirement Bridge was developed by Dr. Ken Dychtwald, president and CEO of Age Wave. Allstate acquired Retirement Bridge soon after receiving good feedback from its economic representatives and prospects through a pilot of the survey final year.
"Today's retirement will call for new styles of economic planning and preparedness. At present, the sector falls short on providing tools that help economic experts acquire insight into what really matters most to customers about their lives and their retirement," mentioned Ken Dychtwald. "We are excited that Allstate's economic representatives will have a tool such as Retirement Bridge to improved help prospects visualize their future and how to prepare to fund it."
"Our prospects have mentioned they want basic, however effective retirement solutions, and these who have tried Retirement Bridge like all that it presents," J. Eric Smith mentioned. "We're thrilled that we're now able to bring this innovative tool exclusively to our prospects."
Allstate's acquisition of Retirement Bridge comes at a time when Allstate Economic continues to expand its portfolio of innovative retirement solutions and services. Just final month, the company announced two new retirement solutions:
* ClearTarget? Retirement Funds, a target date mutual fund that automatically rebalances as customers approach their retirement date
Allstate Guaranteed Lifetime Income, a companion item to the ClearTarget? Retirement Funds that helps assure prospects obtain guaranteed income payments for as long as they reside
With Retirement Bridge, Allstate is continuing its commitment to helping middle market customers program for retirement, on their terms.
"Preparing for retirement currently isn't what it utilized to be," Smith mentioned. "Given the uncertainties about Social Security and pension plans, many people need to have to take control of their own retirement planning."
"They need to have a company they can trust, a company that understands their demands and can help visualize retirement on their terms, and a company that can deliver the top new solutions and services to help guarantee a comfy future." he mentioned. "At Allstate, it is our objective to meet these demands like no other company has done to date."
The Allstate Corporation (NYSE: ALL) is the nation's biggest publicly held individual lines insurer. Widely known by way of the "You're In Good quality Hands With Allstate" slogan, Allstate helps folks in roughly 17 million households guard what they have currently and improved prepare for tomorrow by way of roughly 14,900 exclusive agencies and economic representatives in the U.S. and Canada. Prospects can access Allstate solutions and services such as automobile insurance and home owners insurance by way of Allstate agencies, or in select states at allstate.com and 1-800 Allstate. Encompass and Deerbrook Insurance brand property and casualty solutions are sold exclusively by way of independent agents. The Allstate Economic Group delivers life insurance, supplemental accident and wellness insurance, annuity, banking and retirement solutions created for individual, institutional and worksite prospects that are distributed by way of Allstate agencies, independent agencies, economic institutions and broker-dealers.
Make contact with:
David Steck847-402-5600
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