Financial Wellness - Financial Overview

The Empower difference

At Empower, we help remove financial barriers that prevent employees from replacing income made while working — for life. We create solutions that help employees take control of their current finances so they can save more for their future.

We believe a complete financial wellness program can:

Center on estimated income in retirement, with intuitive next steps.

Integrate defined benefit, nonqualified and health savings accounts.

Enable a multi-dimensional view that includes current net worth, savings, spending and debt.

Simplify budgeting, cash flow and debt paydown — including student debt.

Include fully transactional Spanish capabilities via the web, mobile, statements, the Customer Care Center and more.

Pair digital and 1:1 advice with high-impact campaigns to promote utilization.

To learn more about our retirement solutions, please contact your Empower representative or call
877-630-4015

FOR FINANCIAL PROFESSIONAL USE ONLY.

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Carefully consider the investment option’s objectives, risks, fees and expenses. Contact Empower for a prospectus, summary prospectus for SEC-registered products or disclosure document for unregistered products, if available, containing this information. Read each carefully before investing.

Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser, Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

IMPORTANT: The projections, or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The results may vary with each use and over time.

Investing involves risk, including possible loss of principal.

Insurance products are issues by or offered through Empower Annuity Insurance Company of America, Corporate Headquarters: Greenwood Village, CO; or in New York, by Empower Life & Annuity Insurance Company of New York, Home Office: New York, NY.

The managed account service is part of the Empower Advisory Services suite of services offered by Empower Advisory Group, LLC, a registered investment adviser.

The Empower Institute is a research group within Empower.

“EMPOWER” and all associated logos, and product names are trademarks of Empower Annuity Insurance Company of America.

Unless otherwise noted: Not a Deposit | Not FDIC Insured | Not Bank Guaranteed | Funds May Lose Value | Not Insured by Any Federal Government Agency.

A focus on financial wellness