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• Using the new tax code to move money into tax-free accounts at reduced rates
• Maximizing your Social Security benefits
• How to avoid running out of income during retirement
Financial health is just as important as physical and mental health.
Research links financial education to improved employee health, work performance, and attendance. A recent study indicated employees are interested in having their employers provide financial advice, guidance and retirement education as they seek ways to realize predictable income for retirement.¹
How do you keep your employees informed on different financial topics?
Through our on-site, one-hour workshops, you can promote employee financial health at no cost to your company.
Download a list of workshops here.
¹ Metlife. 2015. 14th Annual U.S. Employee Benefit Trends Study: Opportunity is Knocking.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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