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Products March 10, 2009
AUL Helps Fee-based Advisers Build Business
March 10, 2009 (PLANSPONSOR.com) - The management of
the Retirement Services division at American United Life
Insurance Company (AUL), a OneAmerica company, has launched a
business-building service which expands distribution channels
to work with fee-based advisers.
Reported by Rebecca Moore
According to a press release, AUL Investment Advisor Services expands distribution channels to work with Registered Investment Advisers (RIAs), Investment Adviser Representatives (IARs) and other fee-based advisers. Additionally, AUL Investment Advisor Services will help advisers better serve their participants through Web-based investment modeling tools.
AUL Investment Advisor Services provides a tool for advisers to use to better offer advice, the company said. The platform features Web tools for participants, including an investor profile questionnaire, asset allocation models, transfer and rebalancing capabilities, and auto enrollment options.
For the adviser, the customized Web site provides the ability to build personalized investment portfolios and a choice in fee structures. Advisers also can build personalized Web pages to further promote themselves and their services to clients.
“To help our advisers further grow their business and provide ongoing education to our clients, we developed AUL Investment Advisor Services,” said Bill Yoerger, senior vice president for AUL Retirement Services, in the announcement. “By offering a Web-based solution to plan sponsors and participants, we’re conveniently providing new tools at a time when they are needed most.”
More information is at www.oneamerica.com .