Page 27 - Dentsu 2022 Annual Enrollment Flyer
P. 27
Financial Wellness Support
SoFi Dashboard Schwab Essentials
Realizing your financial ambitions are an Specialized financial assistance can be life-
outstanding achievement, and we want to changing, and that’s exactly what’s available to
help you get there. That’s why BenefitsPlus you through the Schwab Essentials Program.
enlisted SoFi – an online platform that helps Take advantage of exclusive offers and savings
you build financial independence for you and opportunities, all available at no cost to you.
your family. Key Features Include:
Using this platform, you can access a
personalized debt navigator, advice for your Complimentary guidance from experienced
repayment options, and receive a discounted Financial Consultants
refinancing rate. A cash award offers for qualifying deposits
Other Key Features Include: Discounts on managed investing fees
SoFi Relay: The ability to securely connect Discounts on lending solutions from Schwab
your accounts to track your spending and Bank
set monthly budgeting goals.
Credit Score Monitoring: Know your score Visit schwab.com/essentials to begin taking
and the factors influencing it. advantage of the perks available to you.
Discounts and Cash Bonuses: For student This special program gives you access to
loan refinancing, personal loans, mortgages, guidance from a financial concierge team and
and more. exclusive offers and savings opportunities—
529 Savings & Selection Tool: Understand all to help get you closer to your goals. It’s
how much to save for college and which called the Schwab Essentials Program. And
529 Plan makes the most sense for your it’s available to you at no cost as part of your
situation. BenefitsPlus rewards.
Get started today!
Visit SoFi.com/Dentsu to create your SoFi
account and begin exploring this incredibly
useful financial dashboard.
27 2022 Benefits Enrollment
SoFi Dashboard Schwab Essentials
Realizing your financial ambitions are an Specialized financial assistance can be life-
outstanding achievement, and we want to changing, and that’s exactly what’s available to
help you get there. That’s why BenefitsPlus you through the Schwab Essentials Program.
enlisted SoFi – an online platform that helps Take advantage of exclusive offers and savings
you build financial independence for you and opportunities, all available at no cost to you.
your family. Key Features Include:
Using this platform, you can access a
personalized debt navigator, advice for your Complimentary guidance from experienced
repayment options, and receive a discounted Financial Consultants
refinancing rate. A cash award offers for qualifying deposits
Other Key Features Include: Discounts on managed investing fees
SoFi Relay: The ability to securely connect Discounts on lending solutions from Schwab
your accounts to track your spending and Bank
set monthly budgeting goals.
Credit Score Monitoring: Know your score Visit schwab.com/essentials to begin taking
and the factors influencing it. advantage of the perks available to you.
Discounts and Cash Bonuses: For student This special program gives you access to
loan refinancing, personal loans, mortgages, guidance from a financial concierge team and
and more. exclusive offers and savings opportunities—
529 Savings & Selection Tool: Understand all to help get you closer to your goals. It’s
how much to save for college and which called the Schwab Essentials Program. And
529 Plan makes the most sense for your it’s available to you at no cost as part of your
situation. BenefitsPlus rewards.
Get started today!
Visit SoFi.com/Dentsu to create your SoFi
account and begin exploring this incredibly
useful financial dashboard.
27 2022 Benefits Enrollment
