Eagle Life Insurance Company® partners with InvestCloud for a tailored approach to the sales experience

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WEST DES MOINES, Iowa–(BUSINESS WIRE)–Eagle Life Insurance Company®a provider of fixed and index-linked annuities, today announced that it is partnering with InvestCloud, a global leader in digital transformation, to offer access to product details about its fixed indexed annuities (FIAs) through the InvestCloud platform .

Through the InvestCloud platform, finance professionals have the ability to better serve their clients using digital planning technology, capturing specific information to assess product performance as part of the company’s overall financial strategy. ‘a customer.

“For finance professionals offering Eagle Life AIFs, we are excited to provide a flexible digital tool to help them focus on the unique product features that can help clients achieve their goals and face the frontline retreat,” Eagle Life President Graham said. Day.

The InvestCloud platform will include information on these Eagle Life FIA ​​products:

  • Eagle Select® Focus on Income — 7-Year AIF Surrender Fee Income

  • Eagle Select® Focus Series — AIF 5 and 7 Year Redemption Charge Accumulation

Customization options during times of market concern

The InvestCloud cloud-native platform is designed in a modular way to enhance customization and control. Through this robust digital portal, finance professionals can engage with customers and prospects, personalize the sales process, and create an experience designed to deliver trust and interactivity.

“Ploughing our product information into the InvestCloud platform helps us showcase customized strategies on a client-by-client basis, as opposed to offering one-size-fits-all plans,” Day said. “And with rising inflation, market volatility and fears of a recession, there’s no better time to reassure retirees and near-retirees that they have solid, individualized strategies for the future.”

Mark Trousdale, Chief Marketing Officer of InvestCloud, said, “Eagle Life has bold ambitions to digitize retirement planning and help clients achieve their life goals. With InvestCloud’s digital planning, Eagle Life advisors can easily produce models of their fixed income products for more comprehensive planning. We are excited to work closely with the Eagle Life team to support their digital transformation journey.

ABOUT EAGLE LIFE INSURANCE COMPANY®

At Eagle Life Insurance Company®, we know that retirement is not an end, it is a beginning. A time for people to live the future they imagined. That’s why we help them set and achieve their retirement goals. We offer principal protection, growth opportunities and guaranteed income for life through fixed index and fixed index annuities available from independent financial institutions and brokers across the country. And we do all of this by nurturing relationships and remaining dedicated to the people we serve. Eagle Life is a wholly owned subsidiary of American Equity Investment Life Insurance Company® (NYSE holding company: AEL). For more information, visit eagle-lifeco.com and follow us on LinkedIn.

About InvestCloud

InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated in the Cloud. The company delivers on-demand customer experiences and intuitive operating solutions using an ever-expanding library of modular applications, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has more than 20 offices around the world, including New York, London, Geneva, Singapore, Tokyo and Sydney, supporting billions in assets from hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset managers. service companies.

For more information, visit InvestCloud.com.

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