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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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This website is intended for financial professional use only. Please confirm that you are a financial professional.

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Back-to-School Toolkit

A new school year brings a fresh start for both students and staff. It’s also a great time to encourage employees to take action toward their financial goals.

 

EMAIL

Employee announcement

As your staff returns for the new school year, use this email to remind them that the best time to plan for tomorrow is today. It’s a quick, impactful way to encourage them to check in on their retirement savings and take action toward the future they want.

   

Download Welcome Back email


Promote it

Use the materials below to promote simple steps like enrolling in the employer-sponsored retirement plan, increasing contributions or meeting with a financial professional. Download any of the resources below for use on your intranet site or website to encourage employees to take action for their future.

Share these banners on your intranet site or include them in a newsletter to encourage employees to enroll, increase contributions or check out Corebridge University.

Enrollment banner

Help employees take the next step toward their financial goals by linking them to the enrollment page.

Add this banner to your intranet site or include it in a newsletter to increase visibility and encourage participation.

Download enrollment banner

Corebridge University banner

Corebridge University offers quick, interactive learning modules to help employees build their financial knowledge – anytime, anywhere.

  • Modules are short (4-7 minutes), making it easy to learn at their own pace.
  • Content is organized into playlists by topic, including financial basics, buying a home, paying for college and planning for retirement.
Download Corebridge University banner

Flyers

Distribute these materials to encourage employees to make informed decisions about their retirement plan

 

 


 

 

Enroll save more flyer

Show your employees how their workplace retirement plan could help them keep more of what they earn – starting now.

This flyer breaks down how contributing to the plan may reduce current taxes and boost savings. It also highlights why enrolling early matters: the longer they wait, the more they may have to save later to catch up.

Download enroll save more flyer

Enroll take action flyer

Encourage your employees to take action on their financial future starting today.

This flyer highlights how enrolling in or increasing contributions to their workplace retirement plan could offer immediate tax advantages and long-term savings benefits.

Download enroll take action flyer

Pay period flyer

Help your employees make the most of their money – now and in the future.

Share this flyer to show how tax-deferred contributions to their retirement plan could reduce their taxable income today, making it easier to start saving without feeling the full impact in their paycheck.

Download pay period flyer

Percent vs dollar amount contribution flyer

Show your employees the difference between saving a flat dollar amount versus a percentage of their pay.

Share this flyer to help them choose the strategy that automatically grows alongside their career and maximizes long-term saving.

Download percent vs dollar amount contribution flyer

Save more flyer

This flyer shows how contributing a little more per month to retirement savings can snowball over time.

Share this flyer to demonstrate how minor adjustments could create a bigger tomorrow.

Download save more flyer

Share these articles on your intranet site or via email to help educate employees about the benefits of enrollment and how they can reach their financial goals.

Saving with a 403(b) plan

Designed specifically for employees in education, healthcare and other tax-exempt organizations, a 403(b) plan is a convenient way to help build financial security for the long term.
 

Learn more

Saving with a 457(b) plan

Designed specifically for state and local government employees and certain other nonprofit workers, a 457(b) plan is an easy and convenient way to help build financial security for the long term.
 

Learn more

Prepare to Thrive Action Planner

This ACTION PLANNER draws on research-backed insights to help employees take action across eight key areas of well-being — not to change everything at once, but to help them find realistic next steps that fit their life today.

 

Learn more

Turning your financial goals into reality with professional guidance

Working with a financial professional can help employees sort out priorities, overcome common behavioral biases, and create a financial foundation that sets them on a path to lasting financial success.
 

Learn more

Additional resources

Tools designed especially for you as you gear up to help employees plan for retirement in the new school year.

Saving Center

Help employees reach financial goals with a clear, actionable plan. The Corebridge Saving Center offers guidance to help them take the first step with tips tailored to their age, life stage and goal timeline.
 

Learn how to save more

“Every step counts” infographic

Encourage employees to explore how simple moves can make a difference in their financial journey. This infographic integrates calculators, budgeting tools and articles into actionable saving steps.
 

Explore interactive infographic

Questions?

Contact your Corebridge Financial representative.

RO# 4534625 (6/2025)