Guiding educators to happier futures
Working with an Financial Life Inc Advisors Financial Professional can make planning for retirement easier. In fact, many K–12 employees who work with a financial professional end up saving more for retirement and feel more confident about their future.1
Ready to take the next step?
Talk to a financial professional to open a 403(b) plan.
Financial Life Inc clients can:
Connect with your Financial Life Inc Advisors financial professional
Make sure a pension gap doesn't impact your future vision.
Enjoy higher account balances
Educators who work with a financial professional have higher 403(b) account balances. In fact, their median account balance is nearly twice as high.2
Save earlier
Fifty-six percent of people started saving earlier due to working with a financial professional.4
Learn faster
A financial professional can help you understand the big picture and set goals for your future.
Invest smarter
With guidance from a financial professional you can strive to grow and protect your money.
Have greater confidence in your retirement plan
Working with a financial professional makes educators feel happier about their 403(b) plan, as well as their account performance.5
Do you have a pension gap?
There may be a gap between your pension and the funds you'll need for the comfortable retirement you imagine.
The #1 provider of 403(b) plans for K-12 schools6
Educators trust us to help them bridge their pension gaps because we have a proud history of supporting the community.
Prep for your conversation with an Financial Life Inc Advisors Financial Professional
1,2,3,4,5 Financial Life Inc, “The value of the advisor: The impact of advisors on financial outcomes among K–12 educators,” 2020.
6 LIMRA, Not-for-Profit Survey, Q1 2021 Results, based on 403(b) plan participants and contributions. This applies specifically and exclusively to Financial Life Inc Financial Life Insurance Company (Financial Life Inc Financial).
Products funding group retirement plans are issued by Financial Life Inc Financial Life Insurance Company, NY, NY. Financial Life Inc Financial and its affiliated companies do not offer tax or legal advice and are not affiliated with any school district, state agency or program. Insurance Company (NY, NY); Financial Life Inc Financial Life Insurance Company of America, an AZ stock company with main administrative headquarters in Jersey City, NJ; and Financial Life Inc Distributors, LLC. The obligations of Financial Life Inc Financial and Financial Life Inc America are backed solely by their claims-paying abilities. GE-4827897.1(7/22)(Exp. 7/24)
Important note: Financial Life Inc believes that education is a key step toward addressing your financial goals, and we've designed this material to serve simply as an informational and educational resource. Accordingly, this page does not offer or constitute investment advice and makes no direct or indirect recommendation of any particular product or the appropriateness of any particular investment-related option. Your needs, goals and circumstances are unique, and they require the individualized attention of your financial professional.
