The company said in an announcement that the new offering was designed to reduce the confusion and stress often associated with planning for the transition into retirement: confusion and stress that so often cause individuals to avoid planning altogether.
According to the announcement, “Learning to Retire” incorporates a retirement readiness quiz with user feedback and a resource portal with links to various federal and nonprofit Web destinations near-retirees may visit for further information.
The product can be branded and customized to reflect each provider’s unique value proposition, and includes education on a wide range of retirement transition topics, both financial and nonfinancial.
“We wanted to create something completely new, something accessible and fun that would help near-retirees gain confidence, a sense of control over their destinies, and something that would prompt action,” said Loni Porta, Convergent’s director of education, in the announcement.
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