A global financial client wanted to present their annuity option as a great way to include guaranteed income in their clients’ retirement portfolio. They needed a way to help people understand how purchasing an annuity could help bolster their future.
The interactive experience asks users a few basic questions to asses their needs and knowledge base.
Next, users are taken on a journey showing how having guaranteed income in their portfolio could impact their retirement and given a tailored explanation of how the plan works.
At the end of the experience, users are given a product recommendation based on their input as well as data from their account.
