W&S Financial Group Distributors, Inc., the wholesale distributor of annuities and life insurance from Western & Southern Financial Group companies, has introduced Retirement Picture, an interactive online tool designed to provide a snapshot that supports better understanding of retirement goals and risks.
“By helping depict retirement choices and their associated risks, Retirement Picture provides financial professionals with conversation starters based on a client’s self-identified interests and readiness,” said Mark E. Caner, president of W&S Financial Distributors.
Clients using Retirement Picture develop visuals of retirement lifestyle scenarios through a series of interactive screens. Users choose scenarios of interest and gauge their retirement risk preparedness for each. The resulting report captures a picture of their retirement that may then be pursued with the financial representative. No personal identifying or protected information is required to use the tool. Clients may access it via a computer or mobile device, with a financial representative or on their own.
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