Filed Under:Annuities, Sales Strategies

Lincoln and LPL Financial visualize annuity sales together

The Guardian Insurance and Annuity Company and more annuity news

Lincoln Financial Distributors (Lincoln), the wholesale distribution subsidiary of Lincoln Financial Group, announced that LPL Financial, a wholly-owned subsidiary of LPL Financial Holdings, a broker-dealer, Registered Investment Advisor custodian and independent consultant to retirement plans, has adopted Lincoln’s Annuity Visualizer as an addition to its annuity tools and resource platform.

The Annuity Visualizer seeks to break down the retirement message and educate advisors on how to communicate the value of annuities in a digestible way.

The Annuity Visualizer was developed in 2012 after Lincoln repeatedly heard calls from advisors for a way to streamline the education process and overall experience for clients. The interactive tool incorporates hypotheticals and case studies leaving the advisor with a clear avenue to convey to clients the importance of annuitizing their wealth.

 

The Guardian Insurance & Annuity Company Inc. (GIAC) the wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) announced the launch of their new plan participant website.

The site, 401k.guardianlife.com provides access to an array of tools and educational resources in the hope of increasing plan enrollee participation and therefore preparedness for retirement. Articles, website tutorials, online saving and retirement calculators (which were recently touted as successful by the Employee Benefit Research Institute’s “2013 Retirement Confidence Study”) and a magazine style enrollment kit are all components of the site.  

The theory is that by having individuals actively engaged in their retirement planning they will see what they have at stake and become better prepared.

The site is iPad-friendly and accessible through mobile devices. It was developed with S&P Capital and 1Q Financial Communications.

 

Symetra Financial Corporation (Symetra) announced that it will sponsor The Purpose Prize for Future Promise 2013 through Encore.org, a nonprofit that works to engage boomers across the country in encore careers that enhance the community.

The Purpose Prize is the country’s sole large scale investment in people over age 60 who blend the skills accrued throughout their lives with social good through the vehicle of their encore careers.

The Purpose Prize for Future Promise, which is sponsored by Symetra, will recognize one individual who’s capacity for bettering society through their encore career has the potential to grow over the next five years with some financial assistance.

As waves of boomers retire — many in good physical and mental condition — it is expected that 25 million people will be interested in starting businesses or nonprofit ventures over the next 10 years.

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