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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.

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Retirement Readiness Statements

Send a savings plan directly to your employees 

With good data, we can partner with you to deliver FutureFIT® Retirement Readiness Letters to each of your employees—regardless of their enrollment status. 

The statements include: 

  • A personalized retirement needs analysis
  • A summary of all known sources of retirement income
  • An action plan outlining simple steps they can take to get on track 

These statements consistently produce results:

Increased plan participation and enrollment 

Increased retirement income replacement ratios 

Increased retirement plan contributions

Increased investment diversification 

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Let’s Connect

Help your employees understand where they are and take action for their tomorrow with FutureFIT Retirement Readiness Statements.

Request a meeting

 

RO 2706898 (03/2023)