AUL Retirement Services launches Investment Advisor Services
Contact:
Beth King, APR, Media Relations Manager
(317) 285-4168 or beth.king@oneamerica.com
For Immediate Release:
Indianapolis (March 10, 2009) – The management of the Retirement Services division at American United Life Insurance Company® (AUL), a OneAmerica company, has launched a new strategic initiative called AUL Investment Advisor Services.
The new business-building service expands distribution channels to work with Registered Investment Advisors (RIAs), Investment Advisor Representatives (IARs) and other fee-based advisors. Additionally, AUL Investment Advisor Services will help advisors better serve their participants through Web-based investment modeling tools.
“To help our advisors 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. “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.”
AUL Investment Advisor Services provides a tool for advisors to use to better offer advice that participants need and plan sponsors want to provide. 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 advisor, the customized Web site provides the ability to build personalized investment portfolios and a choice in fee structures. Advisors also can build personalized Web pages to further promote themselves and their services to clients.
“The launch of AUL Investment Advisor Services signifies a positive step toward ensuring strategic growth and continued commitments toward building strong advisor relationships based on trust and accountability. In an ever-changing marketplace, the addition of AUL Investment Advisor Services is a winning opportunity that we are excited to offer,” Yoerger explained.
AUL’s Investment Advisor Services is the result of more than 14,000 hours of manpower, including programming and system resource development. Before the launch, pilot tests of the site were conducted with seven regional retirement offices during the third and fourth quarters of 2008.
About AUL Retirement Services
American United Life Insurance Company® (AUL) is the founding member of OneAmerica® and offers a wide range of retirement plans, products and services for individuals and employers. As a leader in the retirement services industry, AUL provides local service through a national network of experienced professionals specializing in the 401(k) and 403(b) and 457 (nonprofit) markets.
About OneAmerica
OneAmerica Financial Partners, Inc., is headquartered in Indianapolis, IN. The companies of OneAmerica® can trace their solid foundations back more than 130 years in the insurance and financial services marketplace.
OneAmerica’s nationwide network of companies offers a variety of products to serve the financial needs of their policyholders and other clients. These products include retirement plans, products and services; individual life insurance, annuities, long-term care solutions and employee benefits. The goal of OneAmerica is to blend the strengths of each company to achieve greater collective results.
The products of the OneAmerica companies are distributed through a network of employees, agents, brokers, and other distribution sources that are committed to maximizing value to our policyholders by helping them plan to meet their financial goals.
We deliver on our promises when customers need us most.
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OneAmerica Securities is a Registered Investment Advisor, P.O. Box 1984, Indianapolis, IN 46206, (317) 285-1877, and is a wholly owned subsidiary of AUL.
