American General Life Companies has launched 'I’ve Got a Client', a new online tool designed to help financial services professionals to match client needs with life, annuity and accident and health product solutions.
The new tool includes three steps in which step one asks producer to identify a client’s needs from a list including: cash/income replacement for family; guaranteed lifetime income for self, spouse, parent, charity; immediate income to supplement social security, savings, retirement accounts; fund a business continuation arrangement; and protect against asset depletion.
In addition, the step two offers a selection of eight drop-down menus including: actual or estimated years to retirement; estimated net worth, relative to average; and actual or estimated insurability. Step three is generated based on the needs and demographic information identified in steps one and two.
Peter Delehanty, senior vice president of marketing at American General, said: “The www.GotaClient.com site is a straightforward, three-step web interface that identifies product solutions based on clients’ demographic characteristics and known needs.
“Following a needs analysis, the ‘I’ve Got a Client’ web tool offers producers a fast and easy way to immediately identify solutions from American General’s life, annuity and accident and health product portfolios.”