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Your Anniversary Program: Looking at the Big Picture

Now that 2014 is in full swing, many of you have experienced our new anniversary program. This new process gives us an opportunity to look at “the big picture” to make sure your retirement financial strategy still aligns with your retirement goals from year to year. Through this process, we focus on three areas: your goals, products that can help you reach those goals, and educational opportunities to keep you in-the-know about changes in the financial industry. We understand that there has been some confusion as to exactly what this new program is, especially among our clients who have not yet experienced it. Let’s tackle some of the frequently asked questions that we have received since the program began: