Page 60 - FebDefComp
P. 60
24
SOLUTIONS
RS-41492-03
And show simple, actionable WAYS TO IMPROVE that score, through a “to-do” list PROFILE 1 HERE’S HOW YOU CAN GET TO: 96 LET’S TAKE A LOOK AT:
Help participants with a game plan tailored to their situation
3 EDUCATION assumptions and information provided by the employee and employer.
We will provide a current wellness SCORE YOUR FINANCIAL WELLNESS SCORE 76 GOOD NEWS, We have some suggestions on how you can increase your score:
2 PROFILE 1
Rainy Day Fund Healthcare Debt-Student Loans
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

