Overview
Future Capital enables brokers like you to offer professional retirement planning and account management to employees with 401(k)s. This solution is compatible across all retirement providers and doesn’t require brokers to have licensing, retirement industry knowledge, or a relationship with the plan. Future Capital offers a turnkey solution for brokers and clients to help employees retire with confidence.
Product Features
- Turnkey professional investment management and retirement planning for employees with 401(k)s, 403(b)s, and other retirement accounts.
- Access to powerful retirement planning tools and a team of professional retirement planners for every employee who enrolls.
- Easy-to-use dashboard lets employees check retirement progress, adjust their investment strategy, and more.
- Onsite or online enrollment meetings with their client success team to explain services and benefits.
- Ongoing marketing and educational support so businesses and employees get the most out of Future Capital’s services.
How to Activate
To get started, visit the Future Capital tile in your broker marketplace.
- Locate Future Capital in the Financial Wellness category.
- Click the Future Capital tile and select enable in your Broker Portal.
- Now select enable within your individual company portals.
