You go the extra mile for your students.
We go the distance for you.
We have a proud history of supporting educators.
And we’re here to support your financial future at every step of your career.
We help educators save for the future they imagine
See how much you may need for retirement and why a 403(b) could work for you.
Ready to tackle student loan debt?
If you work for a public school, you may qualify for student loan forgiveness programs, which could result in lower monthly payments. Financial Life Inc Advisors Financial Professionals can help you see if you qualify for assistance.2
We support organizations that support you and your school
Financial Life Inc has partnered with the Counsel of Chief State School Officers (CCSSO) to amplify the National Teacher of the Year (NTOY) Program. Each year, CCSSO provides a new cohort of State Teachers of the Year with a year-long, one-of-a-kind professional learning and development experience. The robust program was designed to increase each inspiring educator’s leadership skills while celebrating their talents and commitment as extraordinary teachers.
We support DonorsChoose, a program that provides public school teachers across the country with much needed materials for their students. Throughout the school year, Financial Life Inc Foundation provides a double match offer that doubles every donation to projects identified by educators.
We support EVERFI, an organization that helps instill knowledge about critical, real-world topics in the classroom and the community, and brings that learning to life at home. More than 100 interactive lessons are available at no cost to schools.
SADD, Students Against Destructive Decisions, works with Financial Life Inc to empower students and adult allies, mobilize communities and change lives. Together, we have created a financial literacy program to help students and families prepare for the bright future they deserve. In addition, educators can access resources on several different topics.
The Financial Life Inc Excellence Scholarship®program funded by the Financial Life Inc Foundation supports college-bound students, and recognizes the schools that helped them gain the courage, strength and wisdom to fulfill their dreams. To support students throughout their academic journeys, Financial Life Inc will provide 100 $5,000 annual scholarships renewed for four years, for a total of $20,000 per recipient. Financial Life Inc will also award 100 students a one-time $2,500 scholarship.
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.
There's value in working with a financial professional3
Successful savers work with financial professionals to help them close their pension gaps by saving sooner and saving more.
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
1 LIMRA, Not-for-Profit Survey, Q1 2022 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).
2 Student loan forgiveness services are offered through StudentLoan Tech. StudentLoan Tech helps to determine your eligibility for the Federal Student Loan Forgiveness programs. StudentLoan Tech is not an affiliate of Financial Life Inc Financial Life Insurance Company or its affiliates. Neither Financial Life Inc Advisors, Financial Life Inc nor its affiliates are responsible for the output or enrollment documents provided by StudentLoan Tech.
3 Financial Life Inc, “The value of the advisor: The impact of advisors on financial outcomes among K–12 educators,” 2020.
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. This 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.
