Financial Education

PlanSmart^SM Financial Education Series
For Employees

MetLife can help meet the diverse needs of employees and increase the appreciation of the benefits offered in the workplace with PlanSmart^SM, a comprehensive turnkey solution that can provide your clients' employees with the objective financial and retirement education they need and want—at no cost to your clients or their employees.

PlanSmart^SM provides employees with access to a range of financial and retirement education resources through on-site workshops, with optional personal consultations, and decision-support assistance. Our holistic approach connects the workplace benefits your clients offer with their employees’ overall financial strategy—increasing benefits utilization, appreciation, and overall loyalty.

From planning for retirement to caring for someone with special needs, the program offers a wealth of relevant financial information. The program is available nationwide to help ensure all employees benefit from the same resources through a consistent message no matter where they are located. Our dedicated team will work closely with you and your clients to meet the needs of their company and employees, managing communications and logistics and providing program materials.

Your clients can take advantage of a range of financial and retirement education resources:

Financial Education Workshops 
- retirewise^®
- Topical Workshops
- Special Needs Planning

Decision-Support Assistance 
- Transition Solutions
- Delivering The Promise^®

Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) (member FINRA/SIPC) and a registered investment adviser, 1095 Avenue of the Americas, New York, NY 10036. MLIC and MSI are MetLife companies.