Eagle Life Insurance Company® Partners With InvestCloud for Tailored Approach to the Sales Experience
August 10 2022 - 4:15PM
Business Wire
InvestCloud Digital Planning enables financial
professionals to conduct planning analysis using Eagle Life
products
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.
For more information, visit InvestCloud.com.
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version on businesswire.com: https://www.businesswire.com/news/home/20220810005631/en/
Greg Alberti VP, Head of National Accounts Eagle Life Insurance
Company® Greg.Alberti@eagle-lifeco.com 515-457-1805
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