Page 75 - OctDefComp

9

S U P P O R T I N G THE RE TI RE ME N T J O URN E Y

EMPOWER CUSTOMER ENGAGEMENT MODEL

At Empower, we use a methodical and consistent customer experience to provide education, guidance and
fiduciary advice, based on the person's unique situation to improve their retirement readiness.

E M P O W E R
Engage for Make a Probe for Offer Appropriate Win Explore Record
Financial Connection Understanding Solutions Relationships Opportunities Engagement
Wellness

We ask a series of simple questions to get to know
the person’s:
- Specific situation Education
- Goals and priorities
- Preferences and tolerances
Employee decision
We believe there are 4 essential elements necessary for
you to experience your best retirement. These include:
Transaction
• Saving Need Point in completed
• Investing Time Advice?
• Consolidation
• Distribution

Analysis and Fee discussion Deliver recommendation and Principal oversight
recommendation disclosures (when applicable)

Education and advice will be provided within the context of the specific options, solutions and products available to the employee,
including for example, a plan match, access to Advisory Services and Managed Accounts, Health Savings Accounts, or Guaranteed
Income products.

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. FOR ILLUSTRATIVE PURPOSES ONLY.