Midwinter Financial Services

UI / UX
Responsive Design
Wireframing
Prototyping

Retirement Journey is a white-label, consumer-facing advisor journey designed for intrafund members. Its goal is to guide users step-by-step to understand their retirement needs, provide actionable strategies to achieve their goals, and offer a Statement of Advice (SOA) with implementation options.

A laptop is positioned on a desk, displaying the welcome page of an insurance journey. The screen outlines the four steps of the journey, providing a clear and inviting introduction for users.
Desktop jorney from the login to the community screens
Mobile jorney from the welcome to the retirement projection screens
Mobile screens shownig journey configuarbility.