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Company: MetLife, New York, NY
Company Description: MetLife is one of the largest global providers of insurance, annuities, and employee benefit programs. Founded in 1868, they currently provide benefits in over 60 countries.
Nomination Category: Publication Categories
Nomination Sub Category: Best Marketing or Sales Brochure or Kit
 Nomination Title: Retirewise Booklet
- The date on which this nominated material was first distributed or otherwise made public:
April 2021
- Briefly describe this entry’s communications objectives and how it met those objectives (up to 200 words):
Total 148 words used.
MetLife’s Retirewise is a comprehensive turnkey program that provides financial and retirement education to employees of all ages and career stages at companies with over 500 employees. The program is a series of four workshops covering various financial and retirement topics, from investment basics and budgeting to tax strategies and estate planning. The workshops are held virtually and as Covid restrictions ease, again in-person, at the workplace. A national network of specially trained financial professionals conducts the workshops and offers each participant a no-cost, no-obligation personal consultation.
All workshop attendees receive a comprehensive action-oriented exercise booklet used throughout the sessions and as “homework.” It includes financial and retirement planning exercises, worksheets, and questionnaires. Since the workbook aligns with the Retirewise workshop series, employees are instructed to utilize it at specific times during the presentations and on their own. It is available in both printed and online formats.
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