Audience: Participants

Product: All

Contacts: All active participants

Date Sent: Postcards – 11/15

Format: Mailed


This quarter's messaging focuses on "Getting Your Ducks in a Row" to prepare for 2019 and suggests that participants:

1. Set financial goals for the new year

2. Add or update beneficiaries

3. Attend the "Annual Account Check up" Facebook Live event on 12/5 at 7:00 p.m.