06/26/2008 - NORTHBROOK, IL
Life is not just a balance sheet. Retirement should not be either.
Allstate presently announced the acquisition of Retirement Bridge, an innovative Net-based customer engagement and reporting tool that goes beyond the numbers which are quite often the concentrate of retirement preparing. Retirement Bridge paints a holistic portrait of consumers' hopes, dreams, fears and readiness for their retirement years.
Though most retirement preparing tools seek only data - how loads of years until you strategy to retire, how a lot you've saved so far, and what items you happen to be employing to conserve for retirement - Retirement Bridge assists prospects far better envision their individual retirement targets, including where they want to live, what they want to do in retirement, their biggest worries, and their retirement preparation. By way of this secure, online survey, prospects are in a position to address what is certainly really important in their lives via a wide range of topics, from care giving to how they would like to work with a monetary representative.
Uncomplicated-to-read reports enable prospects see the challenges and possibilities ahead of them, including worksheets containing hints and resources based on the customer's interests during retirement. The survey tool allows Allstate monetary representatives greater insight into the customer, enabling stronger and additional trusting extended-term relationships.
"Arranging for retirement can be frustrating and intimidating for anybody," stated J. Eric Smith, president, Allstate Economic Services. "Allstate's vision is to reinvent retirement for middle industry consumers and Retirement Bridge allows us to enable prospects envision and strategy for their retirement in new and additional meaningful strategies."
"So loads of retirement planners look only at numbers, which can quite often be confusing and misleading. Retirement Bridge provides our monetary representatives a extensive picture of a customer's hopes and dreams for retirement. That enables our prospects and our monetary representatives to work together toward a vision of retirement they both clearly know," stated Smith.
Retirement Bridge was created by Dr. Ken Dychtwald, president and CEO of Age Wave. Allstate acquired Retirement Bridge just after receiving positive feedback from its monetary representatives and prospects during a pilot of the survey final year.
"Today's retirement will need new types of monetary preparing and preparedness. At the moment, the industry falls brief on offering tools that enable monetary professionals get insight into what certainly matters most to consumers about their lives and their retirement," stated Ken Dychtwald. "We are excited that Allstate's monetary representatives will have a tool such as Retirement Bridge to far better enable prospects visualize their future and how to prepare to fund it."
"Our prospects have stated they want straight forward, but reliable retirement solutions, and these who have tried Retirement Bridge like all that it delivers," J. Eric Smith stated. "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 Economic continues to expand its portfolio of innovative retirement items and services. Just final month, the corporation announced two new retirement items:
* ClearTarget? Retirement Funds, a target date mutual fund that automatically rebalances as consumers approach their retirement date
Allstate Guaranteed Lifetime Revenue, a companion product to the ClearTarget? Retirement Funds that assists assure prospects get guaranteed income payments for as extended as they live
With Retirement Bridge, Allstate is continuing its commitment to helping middle industry consumers strategy for retirement, on their terms.
"Preparing for retirement presently is not what it made use of to be," Smith stated. "Given the uncertainties about Social Safety and pension plans, most people need to have to take control of their own retirement preparing."
"They need to have a corporation they can trust, a corporation that understands their needs and can enable visualize retirement on their terms, and a corporation that can deliver the greatest new items and services to enable assure a comfy future." he stated. "At Allstate, it's our purpose to meet these needs like no other corporation has completed to date."
The Allstate Corporation (NYSE: ALL) is the nation's largest publicly held individual lines insurer. Widely known via the "You happen to be In Superior Hands With Allstate" slogan, Allstate assists men and women in approximately 17 million households safeguard what they have presently and far better prepare for tomorrow via approximately 14,900 exclusive agencies and monetary representatives in the U.S. and Canada. Customers can access Allstate items and services such as auto insurance and property owners insurance via Allstate agencies, or in select states at allstate.com and 1-800 Allstate. Encompass and Deerbrook Insurance brand property and casualty items are sold exclusively via independent agents. The Allstate Economic Group gives life insurance, supplemental accident and health insurance, annuity, banking and retirement items developed for individual, institutional and worksite prospects that are distributed via Allstate agencies, independent agencies, monetary inst itutions and broker-dealers.
Make contact with:
David Steck847-402-5600
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