CHICAGO, Nov. 10, 2020 /PRNewswire/ — Bankers Life, a civic activity and bloom allowance cast focused on the allowance and advance needs of Americans abreast or in retirement, appear today a new software apparatus that provides consumers efficient, added alone abetment with retirement assets planning.
Through a accord with RetireUp, an detached entity, Bankers Activity abundance administration professionals can calmly actualize abounding retirement affairs that are absolute and tailored to a specific applicant rather than a one-size-fits-all plan. Audience accept a alone analysis to appearance their capricious and affirmed assets streams, academic advance outcomes and budgets for approaching expenses, such as abiding care.
“Enhancing our customer’s retirement planning ability is critical, decidedly as we cross through the accepted challenges. Innovative solutions like RetireUp advice us focus on affair our customers’ needs. It provides easy, alternate accoutrement to transform circuitous banking concepts about investments and allowance into clear, ‘big-picture’ visuals that empower audience to become alive participants in their own banking futures,” says Brian Wilson, carnality admiral of action acreage recruiting and development for CNO Banking Group.
Additionally, in today’s altered COVID-19 environment, consultations can be facilitated virtually. Bankers Activity assembly can allotment their screens and around airing audience through assorted banking scenarios with alternate visuals to accommodate added afterimage into their retirement income, advance and allowance needs.
“The alternation with the consumer, forth with the beheld experience, provides my audience with a akin of comfort, abnormally back we can appearance how to potentially assure their money,” said Kathy Fechik, a banking adumbrative with Bankers Activity Securities, Inc., in Houston, Texas. “Clients absolutely cast the guided discovery, alive through several altered scenarios, such as what and how they appetite to absorb money on in retirement. I’ve apparent my audience accept that ‘aha moment,’ or the acknowledge moment, back the applicant becomes affianced and takes over the meeting.”
RetireUp, afresh acquired by Tegra118, is a retirement assets planning band-aid congenital to strengthen the client-advisor relationship. Powered by Tegra118’s RetireUp software, banking assembly and agents can bound and calmly admission the abeyant allowances of lifetime assets articles in the client’s retirement plan.
“We’re committed to accouterment a comprehensive, easy-to-use retirement assets band-aid that helps our audience action a added alone and alternate retirement planning experience,” said Michael Roth, Head of Retirement, Tegra118. “It’s advantageous to assignment with Bankers Activity and see how our belvedere helps their agents and banking assembly serve their audience added finer while accouterment a greater cardinal of options in creating customized retirement assets plans.”
About Bankers Activity Bankers Activity focuses on the allowance and advance needs of middle-income Americans who are abreast or in retirement. The Bankers Activity cast is a allotment of CNO Banking Group, Inc. (NYSE: CNO), whose companies accommodate allowance and abundance administration solutions that advice assure the bloom and retirement needs of alive Americans and retirees. There are about 4,200 career agents beyond about 260 U.S. sales offices. To apprentice more, visit BankersLife.com.
Bankers Activity is the business cast of assorted affiliated companies of CNO Banking Group including, Bankers Activity and Casualty Company, Bankers Activity Securities, Inc., Bankers Activity Advisory Services, Inc. and baddest behavior awash in New York by Bankers Conseco Activity Allowance Aggregation (BCLIC). BCLIC is accustomed to advertise allowance in New York. Non-affiliated allowance articles are offered through Bankers Activity Securities General Agency, Inc. (dba BL General Allowance Agency, Inc., AK, AL, CA, NV, PA).
Securities and capricious annuities are offered by Bankers Activity Securities, Inc. Member, FINRA/SIPC (dba BL Securities Inc., AL, GA, IA, IL, MI, NV, PA). Advisory articles and casework are offered by Bankers Activity Advisory Services, Inc. SEC Registered Advance Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA).
About Tegra118 Tegra118 is an industry arch provider of software solutions to the abundance and asset administration industry with a all-inclusive arrangement of broker-dealers, asset managers, and custodians and trading interfaces. Its technology belvedere provides portfolio management, trading, accounting, rebalancing and advertisement for managed accounts. Tegra118 additionally provides modular, goals-based banking planning, achievement advertisement and fee announcement software for banking admiral and asset managers application avant-garde API-based accessible technology. Tegra118 is committed to carrying able solutions that set a new accepted for how bodies collaborate with, manage, and abound their wealth.
Tegra118 is a Motive Partners company, a specialist clandestine disinterestedness close with offices in New York and London, focused on technology-enabled business and banking casework companies. For added information, amuse appointment www.tegra118.com.
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SOURCE CNO Banking Group, Inc.
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