Sunday, May 19, 2013
"We are a company built on Boomers, they comprise our executive leadership and posses the key skills our client’s expect. We had been looking for programs that would help us to retain and attract mature high performance employees. Rethinking Your Future™ products empower our employees, show them we care, and differentiate us in the marketplace."
 
…..Chief People Officer

"In a widening global economy and with new pressure to be competitive, our company needed to revisit how we measure productivity. We were losing a great deal of productivity due to life pressures on our aged 45+ population – caregiving, financial crisis, loss of a loved one, etc. Our objective was to help our employees plan for their future, better prepare for a life crisis and therefore be more productive on the job. It’s too soon to evaluate the results, but the program has proved to be a real positive with our employees."
 
…..Chief Transformation Officer

"I sell Long Term Care Insurance. It is tough to get people to think about getting older and their own long term care. The Rethinking Your Future™ Assessment is an excellent vehicle to help potential clients view their future and think about how they want to be cared for as they age. Using the Assessment has resulted in a 70% closure rate."

…..Long Term Care Insurance Provider

"I had been asking my financial planner a bunch of questions. He suggested I take the Rethinking Your Future™ Assessment offered through his office. By taking the assessment and using the tools, I was able to put a whole LIFE plan in place, not just a FINANCIAL plan. It has put my mind at ease."
 
…..Thom, 57
Employers and Organizations
Personal life decisions have a profound impact on individuals, their families and their workplace
The concept of a comfortable retirement or any retirement at all is no longer an option for many. Family pressures of caregiving, adult children moving home, financial loss, mounting debt and a crumbling set of social programs requires individuals to take responsibility for their future in ways never imagined.
 
Statistics show that less than 3% of us make life plans before a crisis occurs. Family shocks (job loss, a family health crisis, caregiving) have a major influence on an individuals’ planning for their future. However, individuals in crisis-mode often make poor decisions that negatively impact their personal and professional lives.

  

 For Employers:

“Employee’s physical and mental health, stress levels, sleep quality and energy levels all significantly impact important work outcomes such as engagement, turnover intent and job satisfaction”.  Families and Work Institute
 
For employers, the engagement and productivity of mature workers is even more critical in today’s workplace.   As job scopes increase, knowledge workers increase, expanded decision making is delegated, mature workers act as leaders and mentors for younger workers, and those aged 50+ plan to stay working longer - mature workers have a significant impact on business outcomes. The cost of lost productivity and disengaged workers (that in many ways can be attributed to poor life decisions) is staggering, making any effort to improve it a strategic imperative. 
 
Employers need new tools for dealing with a workforce that is rapidly changing. Mature workers need new tools to help them navigate the complexities of life. Rethinking Your Future™ is designed to help employers support their employees by providing a practical approach to planning their lives before a crisis occurs. 
 
The Program Offers:
  • The identification of emerging life issues and potential solutions
  • Turnkey products and educational materials to expand employees’ knowledge and help them make smart life choices
  • A personal strategic planning process that encourages the creation and follow through of important life goals. 
How does your company’s long-term human capital plan accommodate an aging workforce?
 
What programs are in place to encourage age 50+ workers to stay on board as engaged and productive workers?
 
For organizations: The sharp economic downturn has created an even greater need for planning services for those aged 50+. And while each discipline focuses on the welfare and happiness of their clients, Rethinking Your Future™ offers an integrative approach that focuses on a holistic life plan for the individual. Our program for organizations like Financial Planning/Wealth Management firms, Insurance Providers, Estate Planners, and Outplacement firms offers tools and workshops to guide participants through activities to develop an integrated plan that enhances and supports your firm’s recommendations.  
 
Typical Organizations:
  • Benefit Providers
  • Financial Planners
  • Estate Planners
  • CPA’s
  • Insurance Providers
  • Outplacement Firms
  • Life/Career Coaches