Worksite Financial Solutions
The Effective Use Of Personalized Targeted Reports ￬
Part one shows how our reports, coupled with our data analysis services, serve as asset gathering tools by enhancing your relationships with participants.
- Using data analytics and targeted reports to build relationships and increase revenue
- Why you should be investing in the 401(k) plan today!
- Wealth accumulation reports
- Your retirement planning checkup
- Reminder Letters
- Bronco Gap Analysis
- Collapse Gap Analysis
- Crashing Down Gap Analysis
- Engineering Wealth Accumulation
- Flowers of Tomorrow
- Harvest: Enjoying a Well-Earned Retirement
- Around a Long Time
- Short on Cash
Part two provides an example of how reports can be used in standalone campaigns. Part three demonstrates how the document template used in part two can also be used to create a different report with an unrelated theme.
What is Worksite Financial Solutions? ￬
- A guidance-based, beginning-to-end retirement solution with a goal of creating confidence in your employees’ financial life (retirement, income planning, budgeting and day-to-day money management)
- Supports employees with a licensed Financial advisor who is committed to provide your employees with unbiased, coordinated advice
- Can be applied to each stage of your employees’ careers, whether they are:
- Joining the plan for the first time
- Accumulating assets
- Seeking help with career transition