06/26/2008 - NORTHBROOK, IL
Life isn't just a balance sheet. Retirement should not be either.
Allstate now announced the acquisition of Retirement Bridge, an innovative Web-based consumer engagement and reporting tool that goes beyond the numbers which are regularly the focus of retirement organizing. Retirement Bridge paints a holistic portrait of consumers' hopes, dreams, fears and readiness for their retirement years.
Even though most retirement organizing tools seek only information - how a number of years until you plan to retire, how a lot you've saved so far, and what products you are employing to save for retirement - Retirement Bridge helps clients greater envision their person retirement goals, including where they want to reside, what they want to do in retirement, their most significant worries, and their retirement preparation. Through this secure, web based survey, clients are able to address what is truly beneficial 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 and easy-to-read reports help clients see the challenges and possibilities ahead of them, including worksheets containing tips and resources based on the customer's interests through retirement. The survey tool allows Allstate monetary representatives greater insight into the consumer, enabling stronger and extra trusting long-term relationships.
"Preparing for retirement can be frustrating and intimidating for any individual," said J. Eric Smith, president, Allstate Economic Services. "Allstate's vision is to reinvent retirement for middle industry buyers and Retirement Bridge allows us to help clients envision and plan for their retirement in new and extra meaningful approaches."
"So a number of retirement planners appear only at numbers, which can regularly be confusing and misleading. Retirement Bridge offers our monetary representatives a comprehensive image of a customer's hopes and dreams for retirement. That enables our clients and our monetary representatives to function together toward a vision of retirement they each clearly have an understanding of," said Smith.
Retirement Bridge was created by Dr. Ken Dychtwald, president and CEO of Age Wave. Allstate acquired Retirement Bridge just after receiving good feedback from its monetary representatives and clients through a pilot of the survey final year.
"Today's retirement will demand new styles of monetary organizing and preparedness. Presently, the business falls brief on offering tools that help monetary experts achieve insight into what truly matters most to buyers about their lives and their retirement," said Ken Dychtwald. "We are excited that Allstate's monetary representatives will have a tool such as Retirement Bridge to greater help clients visualize their future and how to prepare to fund it."
"Our clients have said they want rather simple, yet useful retirement solutions, and these who have tried Retirement Bridge like all that it gives," J. Eric Smith said. "We're thrilled that we're now able to bring this innovative tool exclusively to our clients."
Allstate's acquisition of Retirement Bridge comes at a time when Allstate Economic continues to expand its portfolio of innovative retirement products and services. Just final month, the provider announced two new retirement products:
* ClearTarget? Retirement Funds, a target date mutual fund that automatically rebalances as buyers strategy their retirement date
Allstate Assured Lifetime Revenue, a companion product to the ClearTarget? Retirement Funds that helps assure clients get assured earnings payments for as long as they reside
With Retirement Bridge, Allstate is continuing its commitment to helping middle industry buyers plan for retirement, on their terms.
"Preparing for retirement now isn't what it put to use to be," Smith said. "Given the uncertainties about Social Security and pension plans, men and women have to take manage of their personal retirement organizing."
"They have a provider they can trust, a provider that understands their needs and can help visualize retirement on their terms, and a provider that can deliver the greatest new products and services to help assure a comfortable future." he said. "At Allstate, it is our objective to meet these needs like no other provider has done to date."
The Allstate Corporation (NYSE: ALL) is the nation's biggest publicly held private lines insurer. Widely identified by way of the "You happen to be In Very good Hands With Allstate" slogan, Allstate helps folks in roughly 17 million households shield what they have now and greater prepare for tomorrow by way of roughly 14,900 exclusive agencies and monetary representatives in the U.S. and Canada. Customers can access Allstate products and services such as automobile insurance and home owners insurance by way of Allstate agencies, or in choose states at allstate.com and 1-800 Allstate. Encompass and Deerbrook Insurance brand property and casualty products are sold exclusively by way of independent agents. The Allstate Economic Group delivers life insurance, supplemental accident and wellness insurance, annuity, banking and retirement products developed for person, institutional and worksite clients that are distributed by way of Allstate agencies, independent agencies, mone tary institutions and broker-dealers.
Make contact with:
David Steck847-402-5600
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