Page 89 - NovDefComp
P. 89
Number of touches: 2 emails
Invest wisely Touch 1
Ensure investments are on track with
Objective
your goals
Channel Email
• Active and terminated participants Touch 2
Audience with a balance On track Need help
• Not enrolled in a managed account
Timing Ongoing — sent 1x per year
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
