compliance-pre-approved, client-facing content and communication resources as an actionable CRM task.

The company employs proprietary technology known as the Timing Engine to ensure that alerts and content are delivered with sufficient lead time ahead of the age point in order to optimize client planning and decision-making opportunities. In addition, it generates related multi-format content (PowerPoint, pdfs, and e-mails) that is compliance pre-approved and that advisors can white-label and use immediately with clients around significant age-related milestones (such as contribution catch-ups that begin at age 50).