Eagle Life Insurance Company Teams Up With InvestCloud

Eagle Life Insurance Company, a provider of fixed and index annuities, has announced that it is teaming up with InvestCloud, a key player in digital transformation, “to offer access to product details about its fixed index annuities (FIAs) via the InvestCloud platform.”

Via the InvestCloud platform, financial professionals have “the ability to better serve clients using digital planning technology — plugging in specific information to gauge how products will perform within a client’s holistic financial strategy.”

Eagle Life President, Graham Day said:

“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.” 

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
  • Tailoring options during times of market concern

The InvestCloud cloud-native platform is “designed in a modular fashion to boost customizability and control.”

Through this robust, digital portal, financial professionals can “engage with both clients and prospects, personalizing the sales process and creating an experience designed to bring confidence and interactivity.”

Day added:

“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.”

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

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