Milwaukee, WI – October 28, 2013
Today, Zywave announced the latest enhancements to its popular financial planning tool, Profiles(TM) Financial Planning Application*. The latest functionality further streamlines the planning process and allows advisors to differentiate their business using detailed retirement distribution strategies.
“For the next twenty years, an average of 10,000 people will reach age 65 every day,” explained Cory Olson, product director at Zywave. “With nearly 75 million baby boomers approaching retirement, precision in retirement income planning has never been more important. Strategies such as initial withdrawal rates and periodic withdrawals allow advisors to refine their recommendations and communicate a more realistic picture of the client’s retirement income.”
With today’s enhancements to Profiles, advisors will be able to:
-Create asset liquidation orders and withdrawal strategies for a smooth transition to a secure retirement.
-Use new presentation reports to illustrate and compare recommended strategies.
-Classify assets using the latest information from the Morningstar(R) Asset Classifier Database.
-Collect and enter clients’ financial information quickly by saving data directly in PDF versions of Printable Forms.
Additionally, the new Profiles(TM) Learning Center helps advisors stay on the cutting edge of new technology and get the best return on investment from their planning tools with access to videos, webinars and other learning opportunities.
*The Profiles(TM) Financial Planning Application is part of the NaviPro(TM) Financial Planning Suite.
Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. The company’s products include Web-enabled marketing communications, business intelligence and analytics, agency automation, and needs-assessment and financial planning tools. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. To learn more, visit www.zywave.com.
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