Page 104 - NovDefComp
P. 104

Number of touches: 4 emails — 1 touch at every age


                                                                                                                            Age 45
             Stay on track when                                                                               Core & LMN                 Govt                            Core & LMN    Age 50        Govt



             you reach key




             milestone ages







                                   Call or schedule a consultant with
               Objective
                                   a retirement consultant



               Channel             Email



                                   • Active and terminated participants                                                    Age 58                                                     Age 71.5

                                   • Only available to plans that have                                        Core & LMN                   Govt                         Core & LMN                   Govt
               Audience               opted into Retirement Solutions

                                      Group (RSG) services, with

                                      outbound services  selected


                                   Triggered — delivered within a month
               Timing
                                   of their birthday











             FOR ILLUSTRATIVE PURPOSES ONLY
             FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.
   99   100   101   102   103   104   105   106   107   108   109