06/26/2008 - NORTHBROOK, IL
Life isn't just a balance sheet. Retirement should not be either.
Allstate presently announced the acquisition of Retirement Bridge, an innovative Net-based client 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.
When most retirement organizing tools seek only data - how a good number of years until you strategy to retire, how significantly you've saved so far, and what goods you happen to be making use of to save for retirement - Retirement Bridge helps shoppers far better envision their person retirement targets, including exactly where they want to live, what they want to do in retirement, their largest worries, and their retirement preparation. By way of this secure, on the web survey, shoppers are able to address what is actually fundamental in their lives by way of a wide range of topics, from care giving to how they would like to perform with a monetary representative.
Simple-to-read reports aid shoppers 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 makes it possible for Allstate monetary representatives higher insight into the client, enabling stronger and way more trusting extended-term relationships.
"Preparing for retirement can be frustrating and intimidating for anybody," said J. Eric Smith, president, Allstate Economic Solutions. "Allstate's vision is to reinvent retirement for middle market place shoppers and Retirement Bridge makes it possible for us to aid shoppers envision and strategy for their retirement in new and way more meaningful methods."
"So a good number of retirement planners appear only at numbers, which can regularly be confusing and misleading. Retirement Bridge gives our monetary representatives a comprehensive image of a customer's hopes and dreams for retirement. That allows our shoppers and our monetary representatives to perform 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 right after receiving good feedback from its monetary representatives and shoppers 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 supplying tools that aid monetary experts obtain insight into what actually matters most to shoppers 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 far better aid shoppers visualize their future and how to prepare to fund it."
"Our shoppers have said they want relatively easy, but reliable retirement solutions, and these who have tried Retirement Bridge like all that it presents," J. Eric Smith said. "We're thrilled that we're now able to bring this innovative tool exclusively to our shoppers."
Allstate's acquisition of Retirement Bridge comes at a time when Allstate Economic continues to expand its portfolio of innovative retirement goods and services. Just final month, the firm announced two new retirement goods:
* 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 helps assure shoppers get assured earnings payments for as extended as they live
With Retirement Bridge, Allstate is continuing its commitment to helping middle market place shoppers strategy for retirement, on their terms.
"Preparing for retirement presently isn't what it utilised to be," Smith said. "Given the uncertainties about Social Security and pension plans, individuals have to take manage of their personal retirement organizing."
"They have a firm they can trust, a firm that understands their requirements and can aid visualize retirement on their terms, and a firm that can deliver the ideal new goods and services to aid assure a comfortable future." he said. "At Allstate, it is our goal to meet these requirements like no other firm has carried out to date."
The Allstate Corporation (NYSE: ALL) is the nation's largest publicly held personal lines insurer. Widely known by way of the "You are In Decent Hands With Allstate" slogan, Allstate helps people in roughly 17 million households guard what they have presently and far better prepare for tomorrow by way of roughly 14,900 exclusive agencies and monetary representatives in the U.S. and Canada. Consumers can access Allstate goods and services such as automobile insurance coverage and homeowners insurance coverage by way of Allstate agencies, or in select 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 Economic Group delivers life insurance coverage, supplemental accident and health insurance coverage, annuity, banking and retirement goods designed for person, institutional and worksite shoppers that are distributed by way of Allstate agencies, independe nt agencies, monetary institutions and broker-dealers.
Get in touch with:
David Steck847-402-5600
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