Actionable Insights and Tools to Build a Stronger Practice

Voya Retirement U for AdvisorsTM (Retirement UTM) is a professional development program designed to help you sharpen your skills and build stronger relationships with personal retirement clients and defined contribution (DC) clients.

Developed after extensive research into the needs of advisors, the program provides deep education on the retirement and investing topics you care most about. Retirement UTM is much more than a traditional educational program. With a focus on utility, it is a source of practical materials and tools that you can easily use in your daily communications with prospects and clients.

An Integrated Approach to Improve Retirement Outcomes

The success of your clients depends not only on your ability to offer expert investment guidance but also on your success at managing their behaviors. After all, strong investment results can be undone by client short-term, fear-driven decisions. A hallmark of Retirement UTM is its focus on the full range of the factors that influence retirement outcomes. First, it offers unique insights on retirement investing. Second, it delivers expert guidance on client behavior. This integrated approach puts you in the best position to differentiate your practice and deepen your client relationships.

Featured Courses with Proprietary Exclusive Insights

Voya Retirement U for AdvisorsTM is comprised of featured courses addressing the critical topics that can help you stand out in the eyes of your clients. Online learning modules for featured courses can be accessed through the Retirement UTM website. You can also download materials that have been approved for direct use with your retirement clients.

  • Investing 360° Unique insights on retirement investment issues including proprietary analysis that is exclusively available to advisors through the Retirement U.
  • Engagement 360° Expert guidance on the best ways to help clients engage in consistent, positive actions to achieve their retirement goals.

Additional Business-Building Resources

In addition to featured courses, Retirement UTM provides resources to help you address other issues and concerns of both your personal retirement and DC plan clients.

 

  • Personal Retirement topics focused on legacy planning, college savings, and behavioral finance offer powerful education and insights you can use in your practice.
  • Defined Contribution resources include actionable guidance on how to differentiate yourself as a DC specialist, benchmark fees for plan sponsors, and prospect for new DC clients.