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Eagle Life Insurance Company® Partners With InvestCloud for Tailored Approach to the Sales Experience
Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags
partnership
Rhea-AI Summary
Eagle Life Insurance Company has partnered with InvestCloud to enhance financial planning for clients using Eagle Life's fixed index annuities (FIAs). This collaboration allows financial professionals to access detailed product information on the InvestCloud platform, enabling tailored strategies for clients. Eagle Life’s products include the Eagle Select Income Focus and the Eagle Select Focus Series. The initiative aims to support retirement planning amidst rising inflation and market volatility, enhancing the customization of client strategies.
Positive
Partnership with InvestCloud enhances digital planning capabilities for financial professionals.
Access to tailored product information for Eagle Life's fixed index annuities.
Supports retirement planning in the context of inflation and market volatility.
Negative
None.
InvestCloud Digital Planning enables financial professionals to conduct planning analysis using Eagle Life products
WEST DES MOINES, Iowa--(BUSINESS WIRE)--
Eagle Life Insurance Company®, a provider of fixed and index annuities, has announced today that it is teaming up with InvestCloud, a global leader in digital transformation, to offer access to product details about its fixed index annuities (FIAs) via the InvestCloud platform.
Through the InvestCloud platform, financial professionals have the ability to better serve clients using digital planning technology — plugging in specific information to gauge how products will perform within a client’s holistic financial strategy.
“For Financial Professionals who offer Eagle Life FIAs, we are excited to provide a flexible, digital tool to help them zero in on unique product features that can help clients achieve their goals and meet retirement head-on,” said Eagle Life President, Graham Day.
The InvestCloud platform will include information about these Eagle Life FIA products:
Eagle Select® Income Focus — 7-year surrender charge income FIA
Eagle Select® Focus Series — 5- and 7-year surrender charge accumulation FIA
Tailoring options during times of market concern
The InvestCloud cloud-native platform is designed in a modular fashion to boost customizability and control. Through this robust, digital portal, financial professionals can engage with both clients and prospects, personalizing the sales process and creating an experience designed to bring confidence and interactivity.
“Populating our product information into the InvestCloud platform helps us present tailored, client-by-client strategies, versus offering one-size-fits-all plans,” said Day. “And with rising inflation, market volatility and worries about a recession, there’s no better time to reassure retirees and near-retirees that they have solid, individualized strategies for the future.”
InvestCloud Chief Marketing Officer, Mark Trousdale said: “Eagle Life has bold ambitions to digitize retirement planning and help clients achieve their life goals. With InvestCloud’s Digital Planning, Eagle Life advisors can easily produce models of their fixed income products aiding more comprehensive planning. We are excited to work closely with the Eagle Life team to support their digital transformation journey.”
ABOUT EAGLE LIFE INSURANCE COMPANY®
At Eagle Life Insurance Company®, we know retirement isn’t an ending — it’s a beginning. A time for people to live out the future they’ve envisioned. That’s why we help them build and achieve their retirement goals. We offer protection of principal, opportunities for growth and guaranteed income for life through fixed and fixed index annuities available through financial institutions and independent broker-dealers across the country. And we do it all by nurturing relationships and remaining dedicated to the people we serve. Eagle Life is a wholly-owned subsidiary of American Equity Investment Life Insurance Company® (holding company NYSE:AEL). For more information, visit eagle-lifeco.com and follow us on LinkedIn.
About InvestCloud
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.
What is the partnership between Eagle Life and InvestCloud?
Eagle Life Insurance Company has partnered with InvestCloud to provide financial professionals with enhanced access to detailed product information about Eagle Life's fixed index annuities on the InvestCloud platform.
How does the InvestCloud platform benefit Eagle Life advisors?
The InvestCloud platform allows Eagle Life advisors to create customized retirement planning strategies tailored to individual client needs using digital planning technology.
What products are included in the Eagle Life and InvestCloud collaboration?
The collaboration includes products such as the Eagle Select Income Focus and the Eagle Select Focus Series fixed index annuities.
When was the partnership between Eagle Life and InvestCloud announced?
The partnership was announced recently, as per the press release.
How does this partnership address current market conditions?
This partnership aims to reassure retirees and those nearing retirement by providing them with personalized strategies in light of rising inflation and market volatility.
