Learn more about our program
Advisor Connection brings financial education to employees
Advisor Connection sessions allow employees to learn and explore various financial wellness topics from personal finance, retirement preparation, understanding Social Security and Medicare, learning more about saving for college education, and investing for the future.
Customized set up
We help determine topics, number of sessions and schedule, audience and invitation lists. Presentations can be customized to your specific benefits.
Program management
We handle the session registration process for you.
Promotional campaign
Choose which ready-to-use communications you want to promote sessions and drive awareness.
Reporting
You receive employee participation and satisfaction data to monitor success.
Tangible follow-up
Each participating employee gets a workbook with key concepts – and an invitation to schedule a one-on-one conversation with a financial professional.
No additional cost
And there's no cost or obligation to you or your employees to participate.
Contact us today!
Group sales team
Start a conversation to learn about the various products we can offer your customers and members.
Choose from a range of seminar topics
Personal finance
Personal finance strategies to help employees identify money challenges, set goals and take action
Audience: All employees
Personal finance
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Retirement saving
Practical saving strategies for all ages and career stages inspire employees to take action on their goals
Audience: All employees
Retirement saving
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Retirement income
Retirement distribution and investment concepts help employees with important considerations as they near retirement
Audience: Employees nearing retirement
Retirement income
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Social Security and Medicare
Essential facts about Social Security and Medicare to help prepare for retirement
Audience: Employees nearing retirement
College education strategies
Overview of fundamental strategies that can help employees financially prepare for higher education.
Audience: All employees
Investment fundamentals
Investment information and considerations that can build the foundation for employees current and future investments.
Audience: All employees
500+
sessions held
4.4 out of 5
employee satisfaction rating
17,000+
employees attend seminars
2,900+
follow-up appointments
scheduled since starting program
Advisor Connection participation results as of February 2022
The Advisor Connection team was a pleasure to work with. They handled the customization of the presentations, scheduling of the advisors, creation of workshop promotional materials and the workshop registration process. Being able to rely on Advisor Connection’s guidance and turnkey program allowed us to provide these professional and in-depth financial wellness workshops without all the time-consuming legwork.
Mike Jackson
Retirement Specialist at Grifols
Because of this seminar, I finally have financial security. Since UPS offers total access to this financial education, it made me feel better and secure about retirement.
Sherrill Dacus-McQueen
UPS employee
Why work with a financial professional
Financial professionals1 help develop financial strategies for a number of scenarios based on the unique needs of their clients. Advisor Connection gives employees a good place to start with the session workbook. It’s an ideal way to help them think about their financial needs and identify what information they may need to bring when they talk with a financial professional.
Each financial professional has a unique style, approach and general focus on their client's unique needs. For example, they may provide clients with guidance on specific areas or take a big-picture view of a client’s finances, depending on an individual’s needs and goals.
There are a variety of ways financial professionals typically work with clients including:
- Financial planning for a systematic, comprehensive approach
- Retirement income strategies to help clients navigate the complexities of drawing income from retirement accounts.
- Insurance solutions to help clients establish financial protection.
- Investing strategies that focus on building a portfolio in line with a client’s risk tolerance
- Estate planning to help clients consider how they want to transfer their wealth
1. Brokerage firms and associated financial advisors/professionals are regulated by the Financial Industry Regulatory Authority (FINRA) and are required to learn as much about a customer’s investment profile as possible before recommending a securities transaction or investment strategy (FINRA Rule 2111).
Enrich by iGrad and Lifestyle Benefits are provided by third-party service providers. All such services and products are the sole responsibility of the service provider. The services are not affiliated with Securian or its group contracts and may be discontinued at any time. Certain terms, conditions and restrictions may apply when utilizing the services.
Lifestyle Benefit Services provided by LifeWorks, RedpointWTP, LLC and PricewaterhouseCoopers Advisory Services, LLC are their sole responsibility. The services are not affiliated with Securian Financial or its group contracts and may be discontinued at any time. Certain terms, conditions and restrictions may apply when utilizing the services. To learn more, visit the appropriate website.
Financial advisors/professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
The testimonial given by the financial professional may have a financial connection to Securian. The statements were given freely.
The testimonial provided Securian's customer identified in this material was freely given without receiving any compensation.
DOFU 4-2022
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