Search Results for: retirement income planning

Principal Financial Group® Expands Their Suite of Digital Solutions to Help Businesses Plan for the Future
Business Fintech News

Principal Financial Group® Expands Their Suite of Digital Solutions to Help Businesses Plan for the Future

Fintech News Desk
by Fintech News Desk0
Latest offering helps business owners and leaders prioritize actions that can contribute to growth As a part of its long-standing commitment to understand the needs of small and medium-sized businesses, Principal® today announced the launch of a unique digital offering designed to help business owners and leaders uncover planning needs to......
FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution
Fintech News

FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution

Fintech News Desk
by Fintech News Desk0
The Proprietary Platform Enables Customizable Access to Annuities for Any Enterprise or Partner FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch enables direct integration for any distribution entity to offer access......
PayPal Partners with Even to Provide New Tools to Improve the Financial Health of its Workforce
Fintech News

PayPal and JUST Capital Launch New Collaborative Initiative Encouraging the Nation’s Largest Companies to Prioritize Workers’ Financial Security and Health

Fintech News Desk
by Fintech News Desk0
As business leaders continue to identify how to respond to the economic impacts of COVID-19, PayPal and JUST Capital, in collaboration with Financial Health Network and Good Jobs Institute, announce a new initiative to make workers’ financial security and health a C-suite priority. The organizations are calling on the CEOs......
Financial Services Association Adds New Member Benefit - Advisor Controls
Business Fintech News

Financial Services Association Adds New Member Benefit – Advisor Controls

Fintech News Desk
by Fintech News Desk0
The International Association of Registered Financial Consultants (IARFC®) announces a Strategic Partnership with Advisor Controls for its Retirement Plan Simulator (RPS) – an easy to use solution for understanding and advancing clients’ retirement income stories. Members will receive a benefit offering of $20 off per month of their subscription fees......
SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Symetra Joins Platform

Fintech News Desk
by Fintech News Desk0
Symetra annuities are now available on SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Symetra Life Insurance Company (“Symetra”) in a move that expands SIMON’s annuities platform and......
Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern
Fintech Investment Services News

Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern

Fintech News Desk
by Fintech News Desk0
With this year’s new tax deadline (July 15) quickly approaching, Americans are concerned about taxes but it’s not about filing on time1. Nearly 7 out of 10 consumers are concerned that a change in taxes will have an impact on their retirement savings according to research from Lincoln Financial Group.......
Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
by Fintech News Desk0
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
1