For Investors and Their Advisors
RetireOne™ ensures that advisors get the support that they need and the way they want it: on the web, on their mobile devices, through the mail, via email, or by telephone. We integrate these channels into a single, cohesive view, ensuring that data and content from the initial contact carries over to other channels and subsequent contacts. Advisors can customize their client’s experience with RetireOne™, dialing up or back the level of interaction depending on the advisors service model. Throughout, advisors are kept in the loop on all updates, changes, and communication with their client investors.
Meeting the Needs of Advisors:
⁕ Tools to support retirement income planning for their clients
⁕ Choice of products to meet client retirement needs
⁕ Aria as the agency of record for insurance sale
⁕ Timely alerts of covered asset compliance issues through multiple channels
⁕ Self service – Online application, application status, and current & potential policy-holder benefits
Meeting the Needs of End Investors/Policy-holders:
Our technology platform keeps the advisor in the pre-eminent role and supports regulatory requirements for Aria and insurance company interactions with the policy-holder.
⁕ Policy issuance
⁕ KYC and sale as agency of record as needed
⁕ Regulatory reporting
⁕ Escalation of compliance alerts if not previously resolved by advisor