Experienced Financial Advisors
Solutions that meet your clients' needs
At Ameriprise Financial, we understand that the concept of retirement is changing for many people. That's why we continually work to create innovative retirement solutions that meet the evolving needs of our clients. With open access to a wide range of nonproprietary products in addition to our Ameriprise, RiverSource and Columbia Management brands, you'll able to help your clients:
- Create a retirement paycheck
- Achieve multigenerational financial security
- Fund philanthropic interests
- Identify sound estate planning strategies
Resources, training and support
Here are some of the retirement-planning resources available to you:
- Innovative solutions are designed to help clients accumulate retirement wealth or generate a steady income during retirement. For example, Ameriprise Active Income Portfolios® investments are designed to produce sustainable, inflation-adjusted income over a fixed period of time.1
- Cutting-edge proprietary studies are great conversation starters and can help your clients envision their retirement years. For example, the Ameriprise New Retirement Mindscape® study helps people see that retirement is not an event, but a series of stages. The Money Across Generations® study helps many clients see how generosity to their children and aging parents can put an unseen strain on their own retirement savings.
- Ongoing training opportunities and educational white papers are available online.
- Retirement Wealth Strategy Wholesalers assist with individual cases, seminars and events.
- A National Sales Desk and retail retirement sales group can help you across the sales process.
- Internal specialists offer expertise in areas like tax planning and trust and estate planning strategies.
- Sales support materials, including tips, examples and sample conversations, can help you explain retirement-planning concepts to your clients.
1 Please review the Premier Client Disclosure brochure (Form ADV Part II) for a full description of services offered in the Premier Portfolio Services, including fees and expenses.