The digital Long-term Care Guide was developed by our team to help over 10,000 Ameriprise advisors lead productive conversations with clients around what long-term care is, potential costs of care and funding sources. Whether it’s through a face-to-face conversation or a virtual meeting, we focused on creating a tool that was intuitive for the advisor to use and would help clients think through their long-term care plan from a different perspective. The guide was designed for advisors to:
* Follow the guide’s navigational flow for the full experience or choose to jump to specific sections.
* Use the built-in surveys and calculator to generate personalized results with easy-to-read visuals for clients.
* Easily explain the benefits, risks and considerations of key funding options by comparing sources within the flexible table format.
* At the end of the conversation print or save and email a customized PDF output to clients that summarizes what they discussed.
The Long-term Care Guide was the first of our digital insurance guides to be developed in our new RiverSource visual brand identity – lending a sophisticated and professional look to the tool Ameriprise advisors can be proud to use with clients.
Contributors:
Sr. Product Marketing Manager: | Linda Knutson |
Sr. Director: | Steve Riesterer |
Sr. Director: | Jameson Wakefield |
Sr. Business Program Manager: | Marta Jenkins |
Sr. Digital Marketing Manager: | Steve Hagen |
Sr. Business Analyst: | Kirk McKinley |
Sr. Graphic Designer: | Darlene Wood |
RIVERSOURCE
Location: United States of America