Page 59 - FebDefComp

HERE’S HOW YOU CAN GET TO:
IMPROVE that score,
actionable WAYS TO
through a “to-do” list
And show simple,
Help participants with a game plan tailored to their situation
PROFILE 1
3
YOUR FINANCIAL WELLNESS SCORE
We will provide a
current wellness
PROFILE 1
SCORE
2
Rainy Day Fund 76 96 Healthcare GOOD NEWS, LET’S TAKE A Debt-Student We have some suggestions on Loans LOOK AT: how you can increase your score: SOLUTIONS EDUCATION assumptions and information provided by the employee and employer. RS-41492-03 24

We will help prioritize GOALS SHORT TERM Budgeting 3 2 Family Protection Guidance may not be available for certain products. Guidance is based on MapMyFinances

1 1 LONG TERM For Advisor and Plan Sponsor use only. Not for use with Plan Participants.

Healthcare in Retirement Retirement Savings Kids College