Travelers Life & Annuity Introduces Web-Based
Life Insurance Presentation System
Travelers Life & Annuity today announced the availability of WebStory™,
pTeraDac Corporation's Web-based presentation system that provides text,
schematics and graphics to help producers develop and present sales strategies
in a format that facilitates the client's ease of understanding. This
customized presentation system, which links directly from Travelers Life
Illustration System and Travelers WinFlex, will focus initially on estate
planning products, including Travelers Life & Annuity's supplemental
income, family income trust, lifetime exemption trust, credit shelter maximizer
and family dynasty trust. Other sales concepts will be added regularly, and a
library of concept designs will be available.
"With a simple point-and-click operation, producers translate key client data
into professional, easy-to-understand graphic presentations that effectively
demonstrate how the concept works and highlight the role that life insurance
plays in the overall financial planning process," says Ed Cassidy, CEO,
Travelers Life Distributors and Tower Square Securities.
WebStory enables producers to design and deliver, in a cost-effective and timely
manner, individualized sales concepts that highlight key financial planning
concepts for their high-net-worth clients. Client information and assumptions
derived from the Travelers Life Illustration System or Travelers WinFlex are
integrated automatically into the WebStory sales concepts, where producers may
choose from a variety of template designs, save the presentation in PDF format,
and either print or e-mail it to clients.
"We're pleased to present this value-added tool, which is
clearly a win-win; WebStory makes sales presentations easy to develop for the
producer and easy to understand for the client. We appreciate that a producer's
success begets success for Travelers Life & Annuity. With that, we're
committed to providing producers with tools and technology that simplify the
illustration and comprehension of life insurance concepts," adds Cassidy.
The WebStory Presentation Management System is developed by pTeraDac
Corporation, a provider of advanced Internet web systems, and is supported by
Travelers Life & Annuity advanced sales attorneys and illustration design
specialists.
About Travelers Life & Annuity
Travelers Life & Annuity (www.travelerslife.com) is one of the nation's top providers of individual
annuities and life insurance products that address the asset protection,
retirement planning and estate preservation needs of its clients. The company
is also a significant provider of institutional annuities, including payout
annuities and structured settlement annuities. Travelers Life & Annuity
manages more than $69 billion in assets as of 3Q 2002; employs nearly 1,600
individuals in its Hartford, Conn. headquarters and across the United States;
and is part of Citigroup (NYSE: C), the preeminent global financial services
organization with some 200 million customer accounts in more than 100
countries.
About pTeraDac Corporation
pTeraDac Corporation (www.pteradac.com),
a provider of advanced Internet web systems, delivers design, development and
hosting services in support of client's sales, marketing and business systems.
pTeraDac specializes in solutions and products for the insurance and financial
services markets.
