- J. W. MARRIOTT- Hotel Mogul
At Dynamic Life Financial we want to help everyone gain a financial advantage to achieve their goals, in the workplace and at home. Whether your company offers your employees benefits, or not!
If you do offer benefits, then we work with your existing benefits first. And once we're sure your employee understands the benefit of those services, then we expand on the additional financial products/services that are now also available through our partnership.
If you don't offer benefits, then we'll introduce the financial products/services that they've
been asking for.
And the best part is - we don't charge your company for our services! It's win-win!
As recently reported by the US Chamber of Commerce, SHRM, Inc.com, Marsh McLennan Agency, and Morgan Stanley there's a growing trend in the expectation that employers should be providing financial wellness services in the workplace, and their teams are now expecting it.
We fill this need with a simple, effective approach of: education, invitation, and recommendations. Whether your employees want to save for an upcoming major purchase, are starting a family, need to start thinking about college for their kids, or want to plan for retirement we'll make certain that they are knowledgeable about how these tools work, their tax ramifications, and (if they decide to act on the recommendations) that they're supported throughout the process and beyond.
We all know that a person can deliver the same message in different ways. At Dynamic Life Financial we'll make sure that your employees know that the company they work in cares just as much about their personal lives as they as do about their professional lives... because that's why we're there too! In the end, employees receive top-notch financial services and products, and they'll know exactly who gave them access to it - not us, but their company.
Just imagine the impact of that. Well, you won't have to imagine, you'll see it in their discretionary effort and in your employee opinion survey scores.
RETIREMENT PLANNING Click to learn more about Retirement Planning.
LIVING BENEFITS Click to learn more about Living Benefits protection for you and for your family.
GROWTH INVESTMENTS Click to learn more about guaranteed and indexed Growth Investments.
BUSINESS SERVICES Click to learn more about our Business Solutions for Business Owners.
EMPLOYEE FINANCIAL SERVICES Click to learn more about our NO COST Employee Financial Services program.
COLLEGE FUNDING Click to learn more about TAX-FREE, FLEXIBLE College Funding options.