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titleAre you covered?

When buying insurance policies you often have choices between different types of coverage. 

Coverage typically starts with a basic plan and then you have options to upgrade your coverage to add additional features for an additional cost. 

We've tailored a checklist for your Retirement Plan this year using this theme of insurance coverage packages. 

For every "coverage" package you review & you complete, please fill out the google form and you will be entered in a drawing for gift card drawings.

(Didn't get a chance to fill out our survey yet - it's still open. Heres' the link: https://a.co/d/dPxD54k)


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titleBasic Coverage

Every year it's helpful to take time to log in to your 403(b) account with Principal and review these essential Basic features and aspectsof your retirement account. 

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titlePlatinum Coverage

Platinum coverage is typically packed full of extra perks and benefits.

In the insurance world and in other areas such as customer loyalty programs, Platinum "status" tends to include people who are extremely committed to a product. 

Platinum level users know the product inside and out.  They believe in the product! They invest considerable time and resources to get the most benefit from the product. 

  •  Invest 1 hour on your future. Take 30 minutes to prayerfully think through the questions listed below. Then take 30 minutes to seek God's guidance in helping you meet your goals:
    •  How much time do you spend each month thinking about your finances now and in the future? Do you feel like the time spent is sufficient to focus on your financial future needs/goals? If not, we challenge you to try and add a financial check-in every month or two to your schedule. 
    •  Think back to where you were at 10 years ago...if you could change some of your financial habits over the last decade what would they be? 
    •  Consider what your older and wiser "future" self may say to you if they could give you some advice. What advice would your future self suggest to help you achieve Platinum status in saving for retirement? Consider making some changes now to ensure the next decade will be an important investment toward your future goals.
    •  Pray and ask God to help you be faithful in this area of responsibility preparing for and protecting your future financial situation. 
  •  Bonus challenge - Tell someone about your dreams/goals and ask them to pray for you and hold you accountable in meeting these goals!


 

Once you've completed the steps above, fill out our google form: