We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (16,052)
  • Industry Conferences (3)
  • Industry Job Openings (9)
  • Negative Media (135)
  • Positive Media (73)
  • Sheryl's Articles (592)
  • Sheryl's Blogs (168)
  • Wink's Articles (227)
  • Wink's Blogs (211)
  • Wink's Press Releases (93)
  • Blog Archives

  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • May 2008
  • February 2008
  • August 2006
  • Bankers Life Uses New Software to Provide Customers an Interactive Retirement Income Planning Experience

    November 11, 2020 by CNO Financial Group

    CHICAGONov. 10, 2020 /PRNewswire/ — Bankers Life, a national life and health insurance brand focused on the insurance and investment needs of Americans near or in retirement, announced today a new software tool that provides consumers efficient, more personalized assistance with retirement income planning.

    Through a collaboration with RetireUp, an unaffiliated entity, Bankers Life wealth management professionals can easily create full retirement plans that are comprehensive and tailored to a specific client rather than a one-size-fits-all plan. Clients receive a personalized review to show their variable and guaranteed income streams, hypothetical investment outcomes and budgets for future expenses, such as long-term care.

    “Enhancing our customer’s retirement planning knowledge is critical, particularly as we navigate through the current challenges. Innovative solutions like RetireUp help us focus on meeting our customers’ needs. It provides easy, interactive tools to transform complex financial concepts about investments and insurance into clear, ‘big-picture’ visuals that empower clients to become active participants in their own financial futures,” says Brian Wilson, vice president of enterprise field recruiting and development for CNO Financial Group.

    Additionally, in today’s unique COVID-19 environment, consultations can be facilitated virtually. Bankers Life representatives can share their screens and virtually walk clients through various financial scenarios with interactive visuals to provide enhanced visibility into their retirement income, investment and insurance needs.

    “The interaction with the consumer, along with the visual experience, provides my clients with a level of comfort, especially when we can show how to potentially protect their money,” said Kathy Fechik, a financial representative with Bankers Life Securities, Inc., in Houston, Texas. “Clients really likes the guided discovery, working through several different scenarios, such as what and how they want to spend money on in retirement. I’ve seen my clients have that ‘aha moment,’ or the reveal moment, when the client becomes engaged and takes over the meeting.”

    RetireUp, recently acquired by Tegra118, is a retirement income planning solution built to strengthen the client-advisor relationship. Powered by Tegra118’s RetireUp software, financial representatives and agents can quickly and easily access the potential benefits of lifetime income products in the client’s retirement plan.

    “We’re committed to providing a comprehensive, easy-to-use retirement income solution that helps our clients offer a more personalized and interactive retirement planning experience,” said Michael Roth, Head of Retirement, Tegra118. “It’s rewarding to work with Bankers Life and see how our platform helps their agents and financial representatives serve their clients more effectively while providing a greater number of options in creating customized retirement income plans.”

    About Bankers Life

    Bankers Life focuses on the insurance and investment needs of middle-income Americans who are near or in retirement. The Bankers Life brand is a part of CNO Financial Group, Inc. (NYSE: CNO), whose companies provide insurance and wealth management solutions that help protect the health and retirement needs of working Americans and retirees. There are approximately 4,200 career agents across approximately 260 U.S. sales offices. To learn more, visit BankersLife.com.

    Bankers Life is the marketing brand of various affiliated companies of CNO Financial Group including, Bankers Life and Casualty Company, Bankers Life Securities, Inc., Bankers Life Advisory Services, Inc. and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York.  Non-affiliated insurance products are offered through Bankers Life Securities General Agency, Inc. (dba BL General Insurance Agency, Inc., AK, AL, CA, NV, PA).

    Securities and variable annuities are offered by Bankers Life Securities, Inc. Member, FINRA/SIPC (dba BL Securities Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA).

    About Tegra118

    Tegra118 is an industry leading provider of software solutions to the wealth and asset management industry with a vast network of broker-dealers, asset managers, and custodians and trading interfaces. Its technology platform provides portfolio management, trading, accounting, rebalancing and reporting for managed accounts. Tegra118 also provides modular, goals-based financial planning, performance reporting and fee billing software for financial advisors and asset managers using modern API-based open technology. Tegra118 is committed to delivering powerful solutions that set a new standard for how people interact with, manage, and grow their wealth.

    Tegra118 is a Motive Partners company, a specialist private equity firm with offices in New York and London, focused on technology-enabled business and financial services companies. For more information, please visit www.tegra118.com.

    SOURCE CNO Financial Group, Inc.

    Originally Posted at CISION PR Newswire on November 10, 2020 by CNO Financial Group.

    Categories: Industry Articles
    currency