Financial Endzone Game
Agency Ascensus
Created on July 23, 2024
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Transcript
Financial end zone?
Can you make it
to the
Play the Game
We’ve outlined 5 simple checkpoints to help you from the sidelines onto the field. Whether you’ve been contributing for years or are just learning about your retirement plan for the 1st time, checking off these items can help you evaluate your retirement readiness.
Continue to Game
Have you signed up for your retirement plan and set a savings rate?
Question 1/5
Yes
No
Have you used the projection tool on your employee website to check your estimated retirement income recently?
Question 2/5
Yes
No
Do you have a beneficiary set?
Question 3/5
Yes
No
Do you regularly review your investment allocations?
Question 4/5
Yes
No
Have you downloaded the READYSAVE™ app so you can check your account on the go?
Question 5/5
Yes
No
Replay
Go back
Touchdown!
Awesome work.
Replay
Go back
by downloading the READYSAVE™ app today.
Get to the
endzone ...
Great job—freshen up your playbook by re-running your numbers anytime.
Continue to next question
Now’s a great time to get in the game. Visit your employee website to enroll and add a savings rate.
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Great job. You’re almost to the end zone.
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Way to get out of the backfield and take control of your retirement game.
You’ve got time on the clock. Log in to your employee website and customize the settings on your projection tool to see how you’re measuring up.
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Check your investment performance often and speak with a financial professional for guidance on your investment strategy.
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Log in to your employee website to set your beneficiary today.
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You avoided getting sacked, and you threw a perfect pass.
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