Retirement Planning > Retirement Investing

Foresters to Launch iPipeline’s iGO e-App and Data Services in the U.S.

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Life insurance provider Foresters has selected a solution from iPipeline to automate and streamline Foresters’ business processes for independent producers in the U.S.

Under the agreement, Forester-affiliated producers will leverage iGO e-App, iPipeline’s intelligent fillable forms solution, to market, sell and process individual life insurance. They will also have access to iPipeline’s Data Services solution, which can standardize, centralize, and distribute pending case, in force, and licensing and appointment data to agency management systems for producer access.

Foresters, Toronto, Ont., is a not-for-profit membership-based fraternal organization that offers life insurance and other services to 835,000 members in Canada, the U.S. and U.K. iPipeline, Exton, Pa., provides on-demand marketing, selling and processing solutions for insurance carriers, distributors and producers.

“Achieving success in the all-digital enterprise requires carriers to overcome many data processing, distribution, and integration challenges,” says iPipeline CEO Tim Wallace in a press statement. “Automating how producers sell and process insurance with iGO e-App is the first step in a comprehensive straight-through processing solution.

“Producers also need easy access to pending case, in force, commissions, and L&A data within the agency management system,” he adds. “This actionable information enables the entire channel to gain speed-to-market and selling advantages.”

In other product news:

The Principal Financial Group, Des Moines, Iowa, has enhanced its resources, education and training for financial professionals with the debut of a value-add program that includes more than 60 non-branded tools and resources in three main categories:

Practice management—Tools for retirement plan assessment, analysis and measurement; compliance, governance, fiduciary and investment resources and a customizable client calendar with key dates.

New business and prospecting—Marketing strategies and resources for defining a value proposition, business development plans, prospecting materials and conversation guides.

Retirement plan business education—Reference materials about retirement plan features and operations and continuing education seminars.

Principal Financial says it has also enhanced its Retirement Rainmaker Boot Camp, a training program of business-building techniques and tools that helps with prospecting, marketing, practice management, participant education and retirement strategies.

The Retirement Income Industry Association Boston, Mass., has expanded the curriculum for RIIA’s Retirement Management Analyst designation, a science-based education program in retirement income planning and management. 

The program’s Level 1 Curriculum trains staff professionals on core retirement income topics, enabling them to speak more knowledgeably to clients entering into, or managing, this stage of retired life.

The Level 2 Curriculum offers financial services professionals who manage their own practices an understanding of advanced topics that help them serve clients with emerging retirement issues.