The module, called Your Virtual Guide, allows members to evaluate their retirement needs, establish objectives, select the type of investments that correspond to their investor profile and enroll in a plan.
The insurer says that the tool can help explain the importance of personal retirement savings to members, and provide advice on how to get the most from their policy. The software also contains decision-making tools that can be used by members to research and plan their retirement.
In an environment where few set aside sufficient time needed to plan for their retirement, Your Virtual Guide constitutes a user-friendly, awareness- building tool that is complete and accessible to plan members at all times, stated Lucie Lachance of Industrial Alliance.
The many resources that are at the disposal of plan members in Your Virtual Guide remind them of the importance of proper and timely planning in order to realize their retirement dreams.
