Sophisticated new financial planning and modeling tools allow advisors greater visibility and clarity into their clients’ financial futures

Tools are designed to be offered through both enterprise and small businesses

June 07, 2024 – Austin, TX – Voyant, a global provider of SaaS-based wealth management, wellness and client digital engagement solutions, today announced the launch of three simple simulations on the Voyant AdviserGo platform: Longevity Risk, Long-Term Care, and Disability. These new solutions allow advisors to easily illustrate complex solutions with the click of a single button, so they can help their clients make informed financial decisions and retire with confidence.  

“Although preparing for retirement is an essential step in life, it shouldn’t be daunting,” said David Kaufman, CEO of Voyant. “Our new tools are tailored to help advisors visualize their clients’ lives beyond their careers, enabling them to demonstrate the impact of complex products within the context of their larger financial pictures.”

Details of the new tools include:

• Voyant Longevity Risk: An advanced modeling tool that allows advisors to demonstrate the financial and psychological benefits of secure income. With this simulation, Voyant can model complex variable annuities including guarantee minimum benefits and show the impact of these products in context to the client’s goals and objectives. For enterprise, Longevity Risk is configurable to allow annuity companies to model specific annuity products within the Voyant platform including all of the product’s features.

• Voyant Disability: Empowers advisors to assess the financial implications of unexpected life events, such as injuries or illnesses, on their clients’ wealth and retirement savings.  Combined with Voyant’s ability to model any “what if” scenario, advisers are able to easily show the benefit of disability insurance in mitigating the financial risk of an unforeseen event.

• Voyant Long-Term Care: The astronomical costs of long-term care are more than just a hot issue in today’s news. They can be an unforeseen destroyer of wealth and dramatically impact the financial well-being of surviving family members. Voyant’s Long-Term Care gives advisors the powerful ability to illustrate the financial impact of a loved one needing long term care. This includes the ability to afford the care itself, as well as the lasting financial effects. Combined with Voyant’s ability to model any “what if” scenario, advisers are able to easily show the benefit a Long-Term Care policy might have on affording proper care.

“These tools allow advisors to provide their clients with peace of mind by helping them understand and mitigate potentially detrimental financial events and allow clients to make informed decisions about their financial futures,” said Kaufman. “With every ‘what if’ situation, Voyant’s solutions are there to bring clarity to the bigger financial picture.”

For more information, contact sales@planwithvoyant.com.

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