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Pretax-Roth

Recording Retirement Optimization

Participant communication on pretax and Roth contributions stressing the importance to save more now

Additional Resources

Video intro image graphic about Life Insurance and Your Retirement. Video presented by Greg Klein of Hays Financial Group

Financial Protection Recording

Life Insurance & Your Retirement

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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Video intro image graphic about Investing Strategies. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Investing Strategies

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