Retirement income planning represents a significant opportunity for financial advisors and insurance agents as many investors today don't feel confident with their current strategy. Fiserv offers innovative tools to communicate retirement solutions to clients and deliver more impactful advice.
Insurance plays a powerful role in everyday life. Yet many consumers today don't fully understand its value when it comes to their retirement plans. To address this, Fiserv offers technology that provides a powerful way for financial advisors to demonstrate how annuities, long-term care and life insurance can improve clients' financial outlooks.
Create a holistic financial picture for clients and build a plan of action that presents a dynamic analysis with the right combination of strategies and investments in the context of each client's goals and objectives. With Fiserv, technology is flexible to each individual practice and client sessions are interactive.