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workplace 360

Workplace360° is a program that was designed by ClearMark Benefits with the Employee Benefits plan member in mind.

In conjunction with your current plan sponsor, we provide you with the opportunity to meet with a qualified financial planning professional, at no additional cost! The Workplace 360° program provides you with:

  • An opportunity to reacquaint yourself with the coverage’s and features of your employee benefits plan;
  • A financial snapshot of your current situation and gap analysis;
  • An analysis to show you how your group benefits interact with your personal plans;
  • An in-depth needs analysis, making sure you have the right amount of coverage; and
  • A second opinion on your current investment holdings to make sure they are aligned with your wishes;

For more information regarding this service please visit www.rjrfinancial.com.