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Holiday Spending

Communication Financial Wellness

Participant communication piece to combat overspending around the holidays

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Additional Resources

White label graphic for Hays Financial Group's clients to use in communicating Deferred Compensation Plan changes.

Communication Retirement Optimization

Deferred Compensation Plan

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Text and graphic two step process for Hays Financial Group's clients to white label for describing steps to enroll and choose an amount to contribute to a 401(k) for their employees.

Communication Financial Wellness

Plan Highlights Basic Steps (Eng-Span)

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Video intro image graphic about A Better Understanding of Your Retirement Plan Statement. Video presented by Greg Klein of Hays Financial Group

Financial Protection Recording

Retirement Plan Statements – A Better Understanding

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