Page 93 - NovDefComp
P. 93

Number of touches: 3 emails, 1 post-login action,
 Get help with                            outbound call




 financial wellness   Touch 1                      Touch 2                         Touch 3




 (comprehensive financial planning)




 Objective  Schedule a consultation



 • Email

 Channel  • Outbound calling (limited)

 • Post-login action (PLA)


 Participants in plans offering financial planning

 Audience  services from RSG who have not enrolled in the
 service


 Ongoing — sent 2x per year
 Timing
 Outbound call only 1x per year

         Post-login

     action (PLA)                                                       Outbound call

 There is no guarantee provided by any party that participation in any of the
 advisory services will result in a profit.

 Empower Advisory Group, LLC, a registered investment adviser, provides financial planning
 services using the MoneyGuidePro tool. MoneyGuidePro is not affiliated with Empower Retirement,
 LLC and its affiliates. Empower Retirement, LLC and its affiliates are not responsible for the third-
 party content provided.
 Online Advice and My Total Retirement TM are part of the Empower Advisory Services suite of
 services offered by Empower Advisory Group, LLC, a registered investment adviser.

 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.
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