Products June 12, 2018

Pacific Life Combines Tech and Business in Revamped Annuity Site

The redesign also includes expanded educational content surrounding annuities. 

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Pacific Life has redesigned its annuities website, in an effort to keep up with the ever-growing expansion between technology and business.

The new website, stemming from a “multi-year collaboration between technology and marketing professionals” within Pacific Life’s Retirement Solutions Division, offers an extension of educational content surrounding annuities, says Pacific Life.

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The refurbished site will contain personalized dashboards, “actionable information” for common problems faced by retirement investors (from Social Security to women and financial empowerment), and is mobile optimized. Enhanced search capabilities will be included in the site’s revamping as well.

“It’s no longer a business-as-usual world,” says Christine Tucker, vice president of marketing for Pacific Life’s Retirement Solutions Division. “Well-designed and robust digital resources are now essential in helping financial professionals serve their clients’ needs. By that, I mean much more than providing online product information. Through digital and web-based media, we can help financial professionals enhance their strategic knowledge, discover new opportunities, effectively engage with clients, and discover new ways to build their businesses.”

Products June 12, 2018

FPS Group Hires Executives to Support Investment Platform

Both professionals will assume vice president of business development roles.  

Reported by

FPS Group has recently appointed two former retirement planning professionals to support a renovated recordkeeping product focused on the 403(b) and 457(b) markets.

Troy Dryer and Darlene Dailey will manage Investment Provider Xchange (IPX) in its growth and expansion, each assuming the role of vice president of business development.

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The platform, which offers custody, recordkeeping and administration to investment product providers within the 403(b) and 457(b) markets, is said to enhance the client’s experience in the public sector retirement planning space.  The product will streamline “the requisite custody, trust, trading and administrative services” of both markets, according to FPS Group. Among the solutions provided are participant enrollment, investment transparency, transactions processing and increased plan oversight.

Previously, Dryer served as an institutional retirement plan consultant with  Prime Capital Investment Advisor, while Dailey joins the company from AXA U.S., where she held the position of regional vice president. According to FPS Group, both have 30 years of experience in the 403(b) plan market.  

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