Product Partnerships – 1/10/24

NIPA, WIPN Enhance Professional Development, Networking Opportunities

The National Institute of Pension Administrators and the WE Inspire. Promote. Network, an organization advocating for women in the retirement industry, announced a partnership to promote professional development and networking opportunities.

“This partnership aligns seamlessly with WIPN’s mission to empower and connect women in professional settings,” Jennifer Mulrooney, WIPN’s president, said in a statement. “Together with NIPA, we look forward to providing our members with unparalleled opportunities for growth and success.”

Key highlights of the collaboration include:

1. Educational Initiatives: Members of both organizations can access educational resources, webinars and workshops on professional development;
2. Membership Discounts: Members of NIPA and WIPN will receive special discounts on membership fees, as the partnership aims to expand the reach of both organizations and provide greater access to valuable resources; and
3. WIPN Brunch at NAFE: The WIPN brunch will continue to be hosted at NIPA’s Annual Forum and Expo. The gathering is an opportunity for networking, mentorship and celebrating women’s achievements in the professional landscape.

“We are excited to embark on this collaborative journey with WIPN,” Laura Rudzinski, NIPA’s executive director, said in a statement. “We aim to create a synergistic environment that fosters professional development, diversity, and collaboration among our members.”

FusionIQ Announces Partnership With Kinecta Federal Credit Union

FusionIQ, a provider of cloud-based wealth management solutions, announced a partnership with Kinecta Federal Credit Union. The integrated FusionIQ One platform makes it easy for banks and credit unions to offer additional investing services focused on retaining customers while growing their membership base.

“There’s mounting evidence that traditional small accounts solutions have not evolved to properly service and meet the growing demands of institutions in the banking and credit union space,” Mark Healy, CEO of FusionIQ, said in a statement. “We’re excited to partner with Kinecta on their digital transformation, delivering proven digital investing solutions that align with their mission of empowering their members to live their best financial lives.”

FusionIQ’s end-to-end technology provides Kinecta with hybrid digital advice and self-directed investing modules, allowing digital investors to make their own investing decisions.

“Here at Kinecta, we recognized our membership needed an investing solution that was designed to align with a digitally driven demographic,” Donna McNeely, president of Kinecta Wealth Management said in a statement. “FusionIQ provides a turnkey offering that goes beyond a tech solution.”

Ameritas, Ethos Launch Index Universal Life Product

Ameritas and Ethos have introduced a new index universal life insurance product offered exclusively through Ethos, which offers customers a web-based experience, along with guidance from an agent.

“Since 2020, Ameritas and Ethos have been collaborating to bring products to market and Ethos IUL is our newest product extension,” Peter Colis, CEO of Ethos, said in a statement. “We’re delivering the best IUL customer and agent experience that has ever existed with one of our strong partners.”

Ethos Index Universal Life Insurance issued by Ameritas offers a “one-stop-shop sales” platform to sell more policies from quoting to activation. Customers and agents can choose Smart Solve, an optimized case design tool for premium and coverage targets, or one of three advanced design options. All illustrations include a custom client report.

In addition to death benefit protection, Ethos IUL provides no-cost living benefits in case of illness; tax-advantaged growth potential; and a lifetime safety net with liquidity during working years and retirement income options.