Ready-2-Retire is a cutting edge, iPad ready, application that bridges the communication gap between clients and their advisors. Ready-2-Retire “jump starts” the retirement planning process by clearly identifying the financial risks and challenges facing retirees and pre-retirees as they plan for their financial future.
Corporate clients can now easily create Ready-2-Retire Usage Reports. These psychographic, consumer-focused reports add a new dynamic to the application. Usage Reports open conduits into consumer interests, activities, values, attitudes and concerns. These reports allow users to do “living research” into their Ready-2-Retire client database and get insightful answers.
Similar psychographic Usage Reports will be made available to individual users later this year.
Impact and LIMRA developed Ready-2-Retire for both corporate clients and individual producers. Producers can sign up for Ready-2-Retire by clicking on this link: Order now!
For more information about the new Usage Reports, contact our sales team at 704.549-1100 ext 1 or email firstname.lastname@example.org.