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Financial Professional

I’m an individual or investor looking to take action to help secure my financial future.

I want to tackle the retirement and protection needs of individuals.

I want to learn more about your employer plan solutions and technology.

I want to log in to my account or learn more about retirement planning and enrolling.

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I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

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Hello

I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

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Drive employees to action with an integrated financial wellness experience

The next generation of FutureFIT® Wellness Check now connects with your employees’ online accounts.

Check it out

Employees can take the self-assessment and easily implement their personal plan within the same experience. Better yet—when they complete a recommended action it can be marked as finished within their plan.

Three areas of focus

Saving and spending

Budgeting, goals, and emergency savings

Debt Management

General debt (credit cards, mortgage) and student loans

Retirement Planning

Contribution strategy and retirement readiness

Depending on answers, employees will receive the three next best actions they can take, including: 

  • Completing a Retirement Pathfinder
  • Connecting with their financial professional
  • Using the FutureFIT Calculator
  • Reviewing their contribution amount
  • Engaging specific education on FutureFIT University
  • Checking eligibility for student loan forgiveness with Student Debt Solutions

 

This enhancement is the first of many that will help gamify and connect your employees to their financial wellness journeys.

Let’s Connect

Want to learn more about our full financial wellness program? We’re ready to chat with you.

Request a meeting

 

RO 2733576 (03/2023)