Eagle Life Insurance Company® Partners With InvestCloud for a Tailored Approach to the Sales Experience

WEST DES MOINES, Iowa–(BUSINESS WIRE)– Company Eagle Life Insurance Company®provider of fixed income and financial instruments, announced today that it is partnering with InvestCloud, a global leader in digital transformation, to provide access to information about its fixed investment instruments (FIAs) through the InvestCloud platform.

Through the InvestCloud platform, financial professionals can better serve clients by leveraging digital technology – connecting real-time information to determine how things will work within a client’s entire financial process.

“For Financial Professionals who issue Eagle Life FIAs, we are pleased to provide a flexible, digital tool to help them access unique resources that will help clients achieve their goals and achieve their goals,” said Eagle Life President, Graham. Day.

The InvestCloud platform will include information on Eagle Life FIA ​​products:

  • Eagle Choose® Income Focus – 7-year surrender charge income FIA

  • Eagle Choose® Focus Series – 5- and 7-year surrender charge accumulation FIA

Choosing options during the market

InvestCloud’s cloud platform is designed in a modular way to improve customization and control. Through this robust, digital environment, financial professionals can interact with both customers and prospects, adopt a personalized marketing strategy and create an experience designed to instill trust and connection.

“Placing more of our products on the InvestCloud platform allows us to present a more consistent approach, client-to-client, versus offering one-size-fits-all plans,” said Day. “And with rising inflation, market volatility and fears of a recession, there’s no better time to assure retirees and retirees that they have a solid, sustainable future.”

InvestCloud’s Chief Marketing Officer, Mark Trousdale said: “Eagle has a strong passion for retirement planning and helping clients achieve their goals. With InvestCloud’s Digital Planning, Eagle Life advisors can easily create models of their investment products that help them plan better. We are excited to partner with the Eagle Life team to support their digital transformation journey.”


At Eagle Life Insurance Company®, we know that retirement isn’t the end — it’s the beginning. Time for people to live the future they envision. That’s why we help them build and achieve their retirement goals. We offer senior security, growth opportunities and guaranteed lifetime income through fixed and variable annuities available through financial institutions and independent businesses nationwide. And we do it all by cultivating relationships and being committed to the people we serve. Eagle Life is a subsidiary of American Equity Investment Life Insurance Company® (holding company NYSE: AEL). For more information, visit eagle-lifeco.com and follow us LinkedIn.

About InvestCloud

InvestCloud is a global company that specializes in digital platforms that help create financial solutions, already integrated in the Cloud. The company delivers on-demand customer experience and performance solutions using a growing modular library, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has more than 20 offices around the world including New York, London, Geneva, Singapore, Tokyo and Sydney, which support multi-billion dollar projects for a wide range of clients – from the world’s largest banks to wealth managers, stock and property managers. support companies.

For more information, visit InvestCloud.com.