Voya Investment Management of Voya Financial, Inc. introduced a program centering on professional development for financial advisers who serve both personal and defined contribution (DC) clients.
Named Retirement University for Advisors, or “Retirement U,” the program gathers resources for advisers seeking to increase retirement-focused guidance, including interactive web experiences such as live seminars that provide CE credits.
“With ‘Retirement U,’ we believe that advisers will be able to add demonstrable value in the retirement process and differentiate themselves from their competition,” says Jake Tuzza, managing director and head of intermediary distribution. “Advisers working with personal retirement clients have specific challenges, not the least of which includes managing their practices while also trying to help clients get ready to retire. ‘Retirement U’ addresses these specific concerns and needs in the most practical, most-consumable way possible.”
Another resource available within “Retirement U,” is “Tap into the Power of Consistency,” a course that offers advisers access to Voya Investment Management’s Consistency Lens system, and provides tips and strategies to help clients avoid emotional triggers likely to disrupt long-term investment success.
The program’s launch comes a month after former CAIA for CIMA Joseph M. Labella was announced as Voya’s new retirement strategist. The role was created to better assist financial advisers in addressing retirement planning issues for clients.
For more information, visit: https://retirementu.voya.com/