06/26/2008 - NORTHBROOK, IL
Life isn't just a balance sheet. Retirement shouldn't be either.
Allstate at present announced the acquisition of Retirement Bridge, an revolutionary Web-based client engagement and reporting tool that goes beyond the numbers which are oftentimes the concentrate of retirement planning. Retirement Bridge paints a holistic portrait of consumers' hopes, dreams, fears and readiness for their retirement years.
Although most retirement planning tools seek only information - how countless years till you program to retire, how much you have saved so far, and what goods you are employing to save for retirement - Retirement Bridge aids clients improved envision their individual retirement targets, including exactly where they want to live, what they want to do in retirement, their biggest worries, and their retirement preparation. By way of this secure, web based survey, clients are able to address what is truly critical in their lives by way of a wide range of subjects, from care giving to how they would like to work with a financial representative.
Simple and easy-to-read reports help clients see the challenges and opportunities ahead of them, including worksheets containing pointers and resources based on the customer's interests for the duration of retirement. The survey tool allows Allstate financial representatives greater insight into the client, enabling stronger and way more trusting long-term relationships.
"Arranging for retirement can be frustrating and intimidating for any individual," said J. Eric Smith, president, Allstate Monetary Services. "Allstate's vision is to reinvent retirement for middle market customers and Retirement Bridge allows us to help clients envision and program for their retirement in new and way more meaningful techniques."
"So countless retirement planners appear only at numbers, which can oftentimes be confusing and misleading. Retirement Bridge offers our financial representatives a comprehensive picture of a customer's hopes and dreams for retirement. That enables our clients and our financial representatives to work together toward a vision of retirement they each clearly understand," said Smith.
Retirement Bridge was developed by Dr. Ken Dychtwald, president and CEO of Age Wave. Allstate acquired Retirement Bridge immediately after receiving positive feedback from its financial representatives and clients for the duration of a pilot of the survey last year.
"Today's retirement will need new designs of financial planning and preparedness. At present, the business falls brief on delivering tools that help financial specialists acquire insight into what truly matters most to customers about their lives and their retirement," said Ken Dychtwald. "We are excited that Allstate's financial representatives will have a tool such as Retirement Bridge to improved help clients visualize their future and how to prepare to fund it."
"Our clients have said they want straight forward, yet effective retirement options, and those who have tried Retirement Bridge like all that it delivers," J. Eric Smith said. "We're thrilled that we're now able to bring this revolutionary tool exclusively to our clients."
Allstate's acquisition of Retirement Bridge comes at a time when Allstate Monetary continues to expand its portfolio of revolutionary retirement goods and services. Just last month, the corporation announced two new retirement goods:
* ClearTarget? Retirement Funds, a target date mutual fund that automatically rebalances as customers approach their retirement date
Allstate Assured Lifetime Income, a companion product to the ClearTarget? Retirement Funds that aids assure clients obtain assured revenue payments for as long as they live
With Retirement Bridge, Allstate is continuing its commitment to helping middle market customers program for retirement, on their terms.
"Preparing for retirement at present isn't what it employed to be," Smith said. "Given the uncertainties about Social Safety and pension plans, many people have to take manage of their personal retirement planning."
"They have a corporation they can trust, a corporation that understands their needs and can help visualize retirement on their terms, and a corporation that can deliver the most beneficial new goods and services to help assure a comfy future." he said. "At Allstate, it really is our target to meet those needs like no other corporation has performed to date."
The Allstate Corporation (NYSE: ALL) is the nation's largest publicly held individual lines insurer. Widely known by way of the "You happen to be In Good Hands With Allstate" slogan, Allstate aids folks in approximately 17 million households defend what they have at present and improved prepare for tomorrow by way of approximately 14,900 exclusive agencies and financial representatives in the U.S. and Canada. Consumers can access Allstate goods and services such as auto insurance and homeowners 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 goods are sold exclusively by way of independent agents. The Allstate Monetary Group offers life insurance, supplemental accident and health insurance, annuity, banking and retirement goods developed for individual, institutional and worksite clients that are distributed by way of Allstate agencies, independent agencies, financi al institutions and broker-dealers.
Contact:
David Steck847-402-5600
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