CU*Answers has teamed up with Experion Systems in a pilot project to bring online advice and education about IRAs to your staff and your members. These links will launch the IRA Advisor – an online, interactive tool that walks members through a series of questions about their needs and goals. Along the way the Advisor will display related education and tips based on the member’s answers.
At the end of the process, the Advisor will offer simple, easy to understand advice based on the member’s situation and goals. The member can then click a link that will send some basic information about the member’s answers to your credit union.
For more information read the announcement.
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