LINCOLN, Neb., August 22, 2022 /PRNewswire/ — Ameritas Life Insurance Corp.’s retirement plans division. is proud to announce a digital, interactive retirement savings and financial wellness platform, GoalWiseSM, to manage the end-to-end retirement savings journey. GoalWise provides a personalized goal-based gamification experience for participants and detailed, targeted, event-driven communications and trending data for financial professionals and sponsors to better ensure a funded retirement. GoalWise is designed to engage key stakeholders in a digitally driven application to promote financial literacy, wellness and higher savings rates through interactive education and guidance.
Ameritas Retirement Plans partnered with iJoin to deliver a powerful, integrated technology solution with a single sign-on capability that provides a coffee shop-style approach to delivering multiple managed account solutions, strategy and benefits design voluntary including emergency savings accounts for retirement plan participants. GoalWise will expand to offer financial literacy support services, including budgeting, debt management, other savings tools and protection products wrapped in a holistic financial wellness approach.
“We are committed to helping Americans achieve a funded retirement, reduce financial stress, and live healthier lives. GoalWise brings a suite of services and products that help people save and retire in a way that meets participants wherever they want, on their schedule with digital. or human interaction. The integrated technology scheme offers solutions that can be scaled while remaining flexible to meet future market demands at competitive prices especially in the market “, he said Jim Kaysexecutive vice president, retirement plans, at Ameritas.
Steve McCoyiJoin’s chief executive officer added, “We are excited to partner with Ameritas Retirement Plans to support the important role financial professionals play in driving plan performance and, ultimately, plan success. We have a shared focus on developing a purpose-driven participatory experience that makes engagement more natural and likely to produce better results.”
Ameritas Retirement Plans serves the industry’s leading market businesses, governmental and not-for-profit entities through all licensed financial intermediaries, broker-dealers and registered investment advisors. Ameritas Retirement Plans with iJoin presents a well-differentiated retirement plan model that aligns the attributes of customization with a meaningful retirement journey.
To learn more, call 800-923-2732 or contact [email protected].
Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; Group dental, vision and hearing insurance. For more information, visit ameritas.com.
About LDI-MAP, LLC (dba iJoin)
The iJoin team is dedicated to personalizing Retirement Success™ and making it easy for millions of savers to get on the path to better retirement outcomes. As a financial technology partner in the retirement planning industry, iJoin’s goal-based retirement plan experience helps people immediately understand their retirement funding need and encourages action to get on track. iJoin supports financial advisors and record keepers with data and actionable tools to more effectively engage both employers and their employees. LDI-MAP (dba iJoin) is a registered investment advisor with Arizona State – 14646 N. Kierland Boulevard, Suite 125 Scottsdale, AZ 85254. Learn more at ijoinsuccess.com.
Derek Rayment, Sr. Media Relations Specialist
Ameritas Life Insurance Corp.