Fiserv Inc., a provider of financial services technology solutions, has unveiled Retirement Illustrator, an interactive and collaborative retirement income planning tool. Retirement Illustrator is designed to help advisors present retirement spending requirements and distribution alternatives, overlaying risk events such as withdrawal, longevity, survivor needs and healthcare risks to ensure client concerns are addressed throughout the planning and retirement phases.
Fiserv says Retirement Illustrator provides financial professionals with the ability to forecast varying market conditions and the impact financial products can have on an investor’s retirement outlook. A highly graphical analysis can be generated with clients face-to-face or collaboratively by phone. An unlimited number of scenarios can be created, giving advisors a robust and unique way to display side-by-side comparisons of how different product solutions, life expectancies, and an array of life choices, can affect retirement income.
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