Eagle Life partners with InvestCloud for tailored approach to the sales

Eagle Life Insurance Company , a provider of fixed and index annuities, is teaming up with InvestCloud to offer access to product details about its fixed index annuities (FIAs) via the InvestCloud platform.

Through the InvestCloud platform, financial professionals can plug in specific information to gauge how products will perform within a client’s holistic financial strategy.

“For Financial Professionals who offer Eagle Life FIAs, we are excited to provide a flexible, digital tool to help them zero in on unique product features that can help clients achieve their goals and meet retirement head-on.” – Eagle Life President, Graham Day.

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

  • Eagle Select® Income Focus — 7-year surrender charge income FIA
  • Eagle Select® Focus Series — 5- and 7-year surrender charge accumulation FIA

“Populating our product information into the InvestCloud platform helps us present tailored, client-by-client strategies, versus offering one-size-fits-all plans. And with rising inflation, market volatility and worries about a recession, there’s no better time to reassure retirees and near-retirees that they have solid, individualized strategies for the future.” – Day.

“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 aiding more comprehensive planning. We are excited to work closely with the Eagle Life team to support their digital transformation journey.” – InvestCloud Chief Marketing Officer, Mark Trousdale.