(August 16 – 12:05 ET) – Imperial Life Financial Services and Desjardins-Laurentian Life Assurance are launching a new Web site designed specifically for group retirement savings clients.
“The interactive site was recently upgraded to allow clients to manage their investments on-line. At any time, they can get details on their account by investment fund and by type of contribution, change investment instructions and transfer sums from one fund to another,” says Paola Pasquale, vice president, sales strategies, group network.
The site, called “Your Personal Teller,” also lets clients view previous transactions, obtain statements and make address changes.
The Web site is also accessible to intermediaries offering Imperial Life or DLLA group retirement savings products. Advisors can view the participants’ funds accumulated in the plans which they are handling as intermediaries as well as consult their investment instructions. The companies say this service enables advisors to provide consulting services more efficiently and help their clients with their financial retirement plan.
-IE Staff