HomeTechnology NewsAmeritas retirement plans launches GoalWise(SM) the subsequent expertise for a customized financial savings expertise
Ameritas retirement plans launches GoalWise(SM) the subsequent expertise for a customized financial savings expertise
August 22, 2022
LINCOLN, Neb., Aug. 22, 2022 /PRNewswire/ — The retirement plans division of Ameritas Life Insurance coverage Corp. is proud to announce a digital, interactive retirement financial savings and monetary wellness platform, GoalWiseSM, to handle the end-to-end retirement financial savings journey. GoalWise presents a customized, goal-based gamification expertise for individuals and insightful, focused, event-driven communications and information trending for monetary professionals and sponsors to higher guarantee a funded retirement. GoalWise is designed to interact key stakeholders in a digitally pushed software to advertise monetary literacy, wellness and better financial savings charges by interactive training and steerage.
Ameritas retirement plans partnered with iJoin to ship a sturdy, built-in expertise answer with single signal on capabilities offering a cafeteria-style method to providing a number of managed account options, draw down methods and voluntary advantages together with emergency financial savings accounts to retirement plan individuals. GoalWise will increase to supply monetary literacy help providers together with budgeting, debt administration, different financial savings instruments and safety merchandise wrapped in a holistic monetary wellness method.
“We’re dedicated to serving to People obtain a funded retirement, scale back monetary stress and dwell more healthy lives. GoalWise brings a complete suite of providers and merchandise that assist individuals save and retire in a way that meets individuals the place they need, on their schedule with digital or human interplay. The built-in, expertise stack presents options that may be scaled whereas remaining versatile to satisfy future market demand with aggressive pricing notably down market,” stated Jim Kais, government vp, retirement plans, at Ameritas.
Steve McCoy, iJoin’s chief government officer added, “We’re excited to accomplice with Ameritas retirement plans to help the necessary function monetary professionals play in driving plan efficiency and, in the end, plan success. We now have a shared deal with evolving a goal-based participant expertise that makes engagement extra pure and more likely to produce higher outcomes.”
Ameritas retirement plans serves the trade’s most important road market companies, governmental and non-profit entities by all licensed monetary intermediaries, brokers and registered funding advisors. Ameritas retirement plans with iJoin presents a well-differentiated retirement plan mannequin that aligns the personalization attributes to a significant retirement journey.
To study extra, name 800-923-2732 or contact [email protected].
About Ameritas® Ameritas is a advertising title for Ameritas Mutual Holding Firm and its affiliated subsidiary corporations, together with Ameritas Life Insurance coverage Corp. and Ameritas Life Insurance coverage Corp. of New York. Based in 1887, Ameritas presents a variety of insurance coverage and monetary services and products to people, households and companies. These services and products embrace life insurance coverage; annuities; particular person incapacity revenue insurance coverage; group dental, imaginative and prescient and listening to care insurance coverage. For extra info, go to ameritas.com.
About LDI-MAP, LLC (dba iJoin) The iJoin workforce is dedicated to personalizing retirement success™ and making it straightforward for tens of millions of savers to get on a path to higher retirement outcomes. As a monetary expertise accomplice to the retirement plan trade, iJoin’s goal-based retirement plan expertise helps individuals instantly perceive their retirement funding want and encourages motion to get on observe. iJoin helps monetary advisors and recordkeepers with actionable information and instruments to extra successfully have interaction each employers and their staff. LDI-MAP (d.b.a. iJoin) is a registered funding advisor with the State of Arizona – 14646 N. Kierland Boulevard, Suite 125 Scottsdale, AZ 85254. Study extra at ijoinsuccess.com.
Contact: Derek Rayment, Sr. Media Relations Specialist Ameritas Life Insurance coverage Corp. Cellphone: 402-467-7850 [email protected]