Page 101 - NovDefComp

Number of touches: 3 emails, 1 post-login action,

1 welcome kit, outbound call
Welcome to your Touch 1 Touch 2 Touch 3

professionally

managed account

Welcome to newly enrolled members into

Objective the managed account service and
encourage them to personalize their profile

• Email

• Outbound call
Channel
• Post-login action (PLA)

• Welcome kit Post-login action (PLA) Welcome kit

Newly enrolled in My Total Retirement Outbound
Audience
or Advisor Managed Account call

Timing Triggered — 1 day after enrollment

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. FOR ILLUSTRATIVE PURPOSES ONLY
Some features may not be available and are subject to change without notice.