Wealth Management Product Solutions

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Across
  1. 2. Over fifty funds were launched in August.
  2. 6. This program works with large practices to scale their Insurance and Annuity business.
  3. 7. Line of business that focuses on Insurance and Annuity business.
  4. 9. Where an advisor or wholesaler can go to find data about their book of business.
  5. 10. The RiverSource team utilized this marketing tactic to invite clients to apply for Disability Insurance.
  6. 11. This department had XX new accounts opened in 2026.
  7. 12. Further innovations here differentiate us from competitors.
Down
  1. 1. The line of business that focuses on Retirement, Advisory, Structured Products, Alternative Investments, and Banking.
  2. 2. Thanks to AI, Contact Center employees can now search this database using natural language.
  3. 3. Launched in August, this allows clients to transform their term policy to a VUL policy.
  4. 4. This tool had additional features launched this year.
  5. 5. These events gathered XX advisors together to discuss the myriad of solutions Ameriprise offers to clients.
  6. 8. The Insurance New Business and Underwriting team instituted this program to help large cases get across the finish line.