Financial Services

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FINANCIAL SERVICES SPOTLIGHT

The Financial Services Industry in the United States

OVERVIEW

Financial markets in the United States are the largest and most liquid in the world. In 2018, finance and insurance represented 7.4 percent (or $1.5 trillion) of U.S. gross domestic product. Leadership in this large, high-growth sector translates into substantial economic activity and direct and indirect job creation in the United States.

Financial services and products help facilitate and finance the export of U.S. manufactured goods and agricultural products. In 2017, the United States exported $114.5 billion in financial services and insurance and had a $40.8 billion surplus in financial services and insurance trade (excluding re-insurance, the financial services and insurance sectors had a surplus of $69.6 billion). The financial services and insurance sectors employed more than 6.3 million people at the end of 2018. 

Investment in the U.S. financial services industry offers significant advantages for financial firms. As of 2018, at least 28 financial services companies out of all companies in Fortune’s Global 500 listing have chosen to locate their headquarters in the United States to take advantage of its creative, competitive, and comprehensive financial services sector. The industry offers the greatest array of financial instruments and products to allow consumers to manage risk, create wealth, and meet financial needs.

Retirement Planning System for Wealth Managers/Financial Advisors

Technology when used for good can change the world.

Our system will transform the entire process between wealth managers/advisors and their clients, and also give clients the information they’re looking for towards their retirement goals. Your clients have specific retirement questions and we are the expert to empower them with specific retirement strategies.

We’re bringing wealth managers and clients together in one unique platform.

We are is proud to partner with financial professionals, wealth managers, and financial advisors to create the most engaging experience for our clients. We’re your partner for expert industry intelligence you can trust.

Online Appointment Center

Partner Community Membership (Flexible) Plan gives you access to our global appointment center to reserve scheduled meetings. You also have access to our gap analysis software kit that will help you move from sales to education, allowing you to really engage with your clients in the retirement planning process. The proof is in what our client say. Our broker dealer with 500 wealth managers/advisors said that “all of our top wealth managers/advisors use Experience Cloud and you can access it from anywhere using a browser with a tablet, Mac, or Windows.

Paycheck Analysis

Our System Paycheck Calculator is a suite of three separate calculators that help our clients quickly and easily understand their paystub; opportunities to save/invest more towards retirement; identify Return on Investment’s (ROI). Provide clients a comprehensive report illustrating their contributions; their impact on retirement and answering their most important question: “Am I ready for retirement?”

Converting your clients to sales

Clients who understand the financial concepts being communicated are much more likely to buy the solutions their wealth manager/advisors present. Our system will allow you to quickly enter detailed information that will illustrate how the appropriate tools will maximize their retirement goals by saving and investing more into Life Insurance, Roth IRA’s, 403b, 457, Traditional IRA, Annuity products.

Will we have enough when we retire?

It’s the burning question most clients ask. The system gives wealth manager/advisor the ability to illustrate a split annuity (between two and five tiers), quickly showing a client the income that can be produced from a lump sum value, or working backwards; it can also calculate the cash balance needed to produce a required income.

Financial Planning

In the financial planning arena, it’s been said for years that accumulation and distribution are different. But what does that mean? The Tax Wise Distribution Strategy definitively articulates the differences and provides clients the maximum after-tax income in retirement. Wealth manager/advisor using the strategy can clearly share with clients how their advice is easy to understand, solid and advantageous to their financial futures.

Retirement Analysis

Sometimes clients need to see their “income gap” before they are motivated to make a change with their financial strategy. Our Gap Analysis Calculator provides a rapid, visual gap analysis of a client’s retirement needs taking into account their retirement plan, Social Security, and nearly any combination of additional assets and incomes.

Income Gap

The illustration software will show the income Gap/Shortfall which the wealth manager/advisor can leverage in order to encourage the client to save the maximum amounts through investments and Life Insurance.

Public Employee Options

Defined Benefit Programs applies to clients who are teachers; federal, state or municipal government employees. The online Gap Analysis software is a tool which allows wealth managers/advisors a simple process to illustrate over 650 pension plans throughout the US.

Social Security

Strategic Social Security calculator will evaluate both timing and strategies, helping clients determine when it’s ideal for them to begin their social security distribution.