Press Release

Prudential Expands Its Digital Footprint, Focusing on Tech-Forward Retirement Planning Tools to Meet Advisors Where They Do Business

Issued by Prudential Financial, Inc.

Sept. 5, 2024

Prudential is expanding its digital footprint on industry-leading financial planning digital platforms, designed to provide retail advisors with multi-solution modeling and other tech-forward tools to meet clients’ evolving needs.

The expansion is part of Prudential Retirement Strategies’ focus to help illustrate the power of insurance-driven protected growth and lifetime income solutions as part of a well-balanced financial plan.

RightCapital® is the latest platform within which Prudential is working to help advisors build protected retirement income plans. The platform has launched a new “annuity easy button” to empower advisors with a more efficient modeling process.

In addition, Prudential has partnered with Envestnet MoneyGuide® since 2023 and is working with a third leading platform, eMoney®, as it expands to provide new enhancements and reporting in the near future. 

“Adding protected growth and lifetime income strategies to these leading financial planning tools can help advisors generate more secure financial outcomes for current and future retirees,” said Dan Gutman, vice president of the Prudential Retirement Strategies Future Growth Initiatives team and co-chair of the Insured Retirement Institute’s (IRI) Financial Planning Committee. “This work will help advisors appreciate the importance of decumulation, moving beyond just basic Monte Carlo simulations to ensure that protected retirement income is a core element of every smart, holistic financial plan.”

Products designed to help advisors manage longevity risk, market volatility and tax-efficient distribution planning, when combined with Social Security, in-plan defined contribution savings and other retirement asset systematic withdrawal strategies, can create a more well-diversified lifetime income plan to help retirees live a better life, longer.

“Financial advisor planning tools are evolving at a record pace to meet the demands of a changing retirement landscape,” says Ann Nanda, head of Future Growth Initiatives and Distribution Enablement at Prudential Retirement Strategies. “It’s important that we continue to work with leading financial platforms to enhance the advisor experience, so they have the necessary tools to help more retirees protect their life’s work.”

To learn more about the ways Prudential’s protected growth and lifetime income solutions can help your practice, visit prudential.com/advisors.

Annuities are issued by Pruco Life Insurance Company, a Prudential Financial company, which is solely responsible for its own financial condition and contractual obligations.

Retirement Strategies is a business of Prudential Financial, Inc.

eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.

RightCapital® is an independent organization and is not an affiliate of Prudential Financial.

Envestnet MoneyGuide® is an independent organization and is not an affiliate of Prudential Financial.

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