06/26/2008 - NORTHBROOK, IL
Life isn't just a balance sheet. Retirement shouldn't be either.
Allstate nowadays announced the acquisition of Retirement Bridge, an innovative Internet-based client engagement and reporting tool that goes beyond the numbers which are frequently the focus of retirement preparing. Retirement Bridge paints a holistic portrait of consumers' hopes, dreams, fears and readiness for their retirement years.
Whilst most retirement preparing tools seek only information - how plenty of years until you program to retire, how much you've saved so far, and what items you happen to be using to save for retirement - Retirement Bridge assists shoppers superior envision their individual retirement objectives, like where they want to live, what they want to do in retirement, their most significant worries, and their retirement preparation. Through this secure, web based survey, shoppers are able to address what is truly very important in their lives through a wide range of topics, from care giving to how they would like to work with a financial representative.
Very easy-to-read reports enable shoppers see the challenges and opportunities ahead of them, like worksheets containing ideas and resources based on the customer's interests through retirement. The survey tool enables Allstate financial representatives greater insight into the client, enabling stronger and alot more trusting lengthy-term relationships.
"Organizing for retirement can be frustrating and intimidating for anybody," stated J. Eric Smith, president, Allstate Financial Services. "Allstate's vision is to reinvent retirement for middle market consumers and Retirement Bridge enables us to enable shoppers envision and program for their retirement in new and alot more meaningful approaches."
"So plenty of retirement planners look only at numbers, which can frequently be confusing and misleading. Retirement Bridge provides our financial representatives a comprehensive picture of a customer's hopes and dreams for retirement. That enables our shoppers and our financial representatives to work together toward a vision of retirement they each clearly understand," stated Smith.
Retirement Bridge was developed by Dr. Ken Dychtwald, president and CEO of Age Wave. Allstate acquired Retirement Bridge just after receiving good feedback from its financial representatives and shoppers through a pilot of the survey last year.
"Today's retirement will require new styles of financial preparing and preparedness. Presently, the industry falls short on supplying tools that enable financial professionals obtain insight into what truly matters most to consumers about their lives and their retirement," stated Ken Dychtwald. "We are excited that Allstate's financial representatives will have a tool such as Retirement Bridge to superior enable shoppers visualize their future and how to prepare to fund it."
"Our shoppers have stated they want uncomplicated, yet useful retirement solutions, and these who have tried Retirement Bridge like all that it gives," J. Eric Smith stated. "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 Financial continues to expand its portfolio of innovative retirement items and services. Just last month, the enterprise 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 item to the ClearTarget? Retirement Funds that assists assure shoppers receive guaranteed earnings payments for as lengthy as they live
With Retirement Bridge, Allstate is continuing its commitment to helping middle market consumers program for retirement, on their terms.
"Preparing for retirement nowadays isn't what it used to be," Smith stated. "Provided the uncertainties about Social Security and pension plans, men and women need to have to take manage of their own retirement preparing."
"They need to have a enterprise they can trust, a enterprise that understands their requires and can enable visualize retirement on their terms, and a enterprise that can deliver the perfect new items and services to enable assure a comfortable future." he stated. "At Allstate, it is our aim to meet these requires like no other enterprise has completed to date."
The Allstate Corporation (NYSE: ALL) is the nation's biggest publicly held individual lines insurer. Widely known through the "You happen to be In Fantastic Hands With Allstate" slogan, Allstate assists people in approximately 17 million households guard what they have nowadays and superior prepare for tomorrow through approximately 14,900 exclusive agencies and financial representatives in the U.S. and Canada. Buyers can access Allstate items and services such as auto insurance and homeowners insurance through Allstate agencies, or in choose states at allstate.com and 1-800 Allstate. Encompass and Deerbrook Insurance brand property and casualty items are sold exclusively through independent agents. The Allstate Financial Group delivers life insurance, supplemental accident and wellness insurance, annuity, banking and retirement items designed for individual, institutional and worksite shoppers that are distributed through Allstate agencies, independent agencies, financial institutions and broker-dealers.
Make contact with:
David Steck847-402-5600
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