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March 27, 2013updated 13 Apr 2017 8:39am

WS Financial Group Distributors Launches Interactive Retirement Planning Tool

W&S Financial Group Distributors, Inc. (W&S Financial Distributors), the wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, today announced the launch of Retirement Picture, an interactive online tool designed to provide a snapshot that supports better understanding of retirement goals and risks.

By Verdict Staff

"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, AEP, ChFC, CLU, CFP®, president of W&S Financial Distributors. "The engagement that occurs between the client and the financial professional reviewing the snapshot helps build a stronger consultative relationship and potentially better aligns the client’s needs and course of action."

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.

"Retirement Picture is a resource that is always there when financial professionals and clients need it," Caner said. "This tablet-friendly tool, originally developed by leading research trade association LIMRA, advances our services in providing user-friendly resources that help people invest for, live in and manage risk during retirement."

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