4. 4
What Is Financial Wellness?
When may I be able to retire?
How much may I need?
RETIREMENT
How do I reduce
my debt?
How do I save
more money?
BUDGETING
BUDGETING
COLLEGE
COLLEGE
How much could it cost?
What are the ways I can
save for college expense?
Should I rent or buy?
Is it time to refinance?
HOME
HOME
INSURANCE
INSURANCE
How much coverage
should I have?
Do I need an umbrella
policy?
HEALTH
HEALTHCARE
CARE
How can I prepare for Long
Term Care?
How will medical expenses
affect my retirement?
11. 11
Outcome
Education and
Planning Offers
Communication
Driven by BlackRock
to highlight the
integration of the
benefits provided
through Institutional
Retirement & Benefit
Services team with
the services provided
by the rest of Bank of
America Merrill
Lynch.
Executed through
the Retirement and
Benefit Contact
Center to connect
with BlackRock
employees as they
responded to
communications as
well as proactively
reaching out to
employees to make
them aware
of the benefit.
Fulfillment
Through BlackRock’s
relationship with Merrill
Edge®
Financial Solutions
as well as Merrill Lynch
Wealth Management
Financial Advisors,
the tools and
resources available to
retail clients are
brought to plan
participants as well.