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TRANSCRIPT
Rachel Fogarty
Director of Marketing
4600 Westown Pkwy, Suite 117
West Des Moines, IA 50266
(515) 224-3418
www.iowa.metlife.com
EEDDUUCCAATTIIOONNAALL WWOORRKKSSHHOOPPSS
THE IOWA FINANCIAL GROUP
AN OFFICE OF METLIFE
BBEENNEEFFIITTSS
TO THE EMPLOYER
• Enhancement to your benefits package
• Communicates the value of employee
benefits
• No cost involved
• We come to you (if you do not have facilities
on your premises for these workshops, we
will find alternate arrangements for you and
your staff)
• Getting answers to these questions:
o What will happen to your business if
you’re not here?
o What is a Buy-Sell Agreement?
o What are other Business Owner’s
Concerns?
o Why use a Profit Sharing Plan?
o Is it Tax Advantageous?
TO THE EMPLOYEES
• Helps them understand, appreciate and utilize
your group benefits package
• Allows them to take control of their financial
futures
• Provides security and peace-of-mind through
education during these turbulent times
• Every attendee is eligible for a no-obligation
Financial Needs Analysis
WHAT DO YOU WANT FOR THE FUTURE?
WHERE ARE YOU NOW?
WHAT COULD GET IN THE WAY?
WHAT STEPS CAN YOU TAKE TO GET THERE?
WHAT STRATEGIES CAN YOU USE?
MetLife is a subsidiary of MetLife, Inc. (NYSE: MET),
a leading provider of insurance, employee benefits and
financial services with operations throughout the United
States and the Latin America, Europe and Asia Pacific
regions. Through its subsidiaries and affiliates, MetLife,
Inc. reaches more than 70 million customers around the
world and MetLife is the largest life insurer in the United
States (based on life insurance in-force). The MetLife
companies offer life insurance, annuities, auto and home
insurance, retail banking and other financial services to
individuals, as well as group insurance and retirement &
savings products and services to corporations and other
institutions.
For more information, visit www.metlife.com.
Metropolitan Life Insurance Company (MLIC), New
York, NY 10166. Securities products offered by MetLife
Securities, Inc. (MSI)(member FINRA/SIPC). Branch
Address: 4600 Westown Parkway, Suite 117, West Des
Moines, IA 50266. MLIC and MSI are MetLife
companies.
FOR EMPLOYEES
• Retirement Planning
• Financial Management
• Retirement Investment Strategies
• Retirement Plan Distributions
• Estate Conservation Strategies
• Asset Allocation Planning
• Long-Term Care
• Social Security Benefit Planning
• Investment Fundamentals
• Employment Transitions
• Life Insurance
• College Funding
• Income for Life
• Exit Strategies
• Disabilty Income Insurance
• Tax Strategies
EEDDUUCCAATTIIOONNAALL WWOORRKKSSHHOOPP TTOOPPIICCSS HHOOWW IITT WWOORRKKSS
INITIAL SET-UP
• You pick the date(s)
• We work together to choose
presentation topics tailored around
your wants and needs
• Together we work to assign a
representative that will best relate to
your staff
• We send you an invitation to
distribute to potential participants
DAY OF WORKSHOP
• We come to your site for all
educational workshops, scheduled
for the most convenient time for
you and your employees
• We spend roughly 45 minutes
educating attendees on the chosen
topic*
• All participants are offered a
complimentary on-site Financial
Needs Analysis.
AFTER THE WORKSHOP
• We contact attendees who have
requested follow-up
• We schedule future workshop dates
and topics**
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THE IOWA FINANCIAL GROUP – AN OFFICE OF METLIFE
FOR EXECUTIVES & BUSINESS
OWNERS
• Charitable Contributions
• Financial Strategies
• Recruiting, Retaining, & Rewarding
Key Contributors
• Buy-Sell Agreement Funding
• Business Continuation Planning
• Executive Benefits Carve Out
• Incentive Comp Plans
• Long-Term Care Multi-Life Plans
• ESOPs
• Deferred Compensation
• Wealth Management
* Any of the ‘For Employees’ Workshops can be presented
to Executives and Business Owners
SPECIALIZED MARKETS
• It’s Not Your Mother’s Retirement
• Women’s Financial Independence and
Security
• Building Financial Freedom for Gays
and Lesbians
• Children with Special Needs Planning
* Through MetDESK, MetLife’s
Division of Estate Planning for
Special Kids
* Our seminars are intended to inform on the subjects chosen,
not to solicit MetLife products or services
** This can be monthly, quarterly, semi-annually or annually