Rachel Fogarty

Director of Marketing

4600 Westown Pkwy, Suite 117

West Des Moines, IA 50266

(515) 224-3418

rfogarty@metlife.com

www.iowa.metlife.com

EEDDUUCCAATTIIOONNAALL WWOORRKKSSHHOOPPSS

THE IOWA FINANCIAL GROUP

AN OFFICE OF METLIFE

BBEENNEEFFIITTSS

TO THE EMPLOYER

• Enhancement to your benefits package

• Communicates the value of employee

benefits

• No cost involved

• We come to you (if you do not have facilities

on your premises for these workshops, we

will find alternate arrangements for you and

your staff)

• Getting answers to these questions:

o What will happen to your business if

you’re not here?

o What is a Buy-Sell Agreement?

o What are other Business Owner’s

Concerns?

o Why use a Profit Sharing Plan?

o Is it Tax Advantageous?

TO THE EMPLOYEES

• Helps them understand, appreciate and utilize

your group benefits package

• Allows them to take control of their financial

futures

• Provides security and peace-of-mind through

education during these turbulent times

• Every attendee is eligible for a no-obligation

Financial Needs Analysis

WHAT DO YOU WANT FOR THE FUTURE?

WHERE ARE YOU NOW?

WHAT COULD GET IN THE WAY?

WHAT STEPS CAN YOU TAKE TO GET THERE?

WHAT STRATEGIES CAN YOU USE?

MetLife is a subsidiary of MetLife, Inc. (NYSE: MET),

a leading provider of insurance, employee benefits and

financial services with operations throughout the United

States and the Latin America, Europe and Asia Pacific

regions. Through its subsidiaries and affiliates, MetLife,

Inc. reaches more than 70 million customers around the

world and MetLife is the largest life insurer in the United

States (based on life insurance in-force). The MetLife

companies offer life insurance, annuities, auto and home

insurance, retail banking and other financial services to

individuals, as well as group insurance and retirement &

savings products and services to corporations and other

institutions.

For more information, visit www.metlife.com.

Metropolitan Life Insurance Company (MLIC), New

York, NY 10166. Securities products offered by MetLife

Securities, Inc. (MSI)(member FINRA/SIPC). Branch

Address: 4600 Westown Parkway, Suite 117, West Des

Moines, IA 50266. MLIC and MSI are MetLife

companies.

FOR EMPLOYEES

• Retirement Planning

• Financial Management

• Retirement Investment Strategies

• Retirement Plan Distributions

• Estate Conservation Strategies

• Asset Allocation Planning

• Long-Term Care

• Social Security Benefit Planning

• Investment Fundamentals

• Employment Transitions

• Life Insurance

• College Funding

• Income for Life

• Exit Strategies

• Disabilty Income Insurance

• Tax Strategies

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INITIAL SET-UP

• You pick the date(s)

• We work together to choose

presentation topics tailored around

your wants and needs

• Together we work to assign a

representative that will best relate to

your staff

• We send you an invitation to

distribute to potential participants

DAY OF WORKSHOP

• We come to your site for all

educational workshops, scheduled

for the most convenient time for

you and your employees

• We spend roughly 45 minutes

educating attendees on the chosen

topic*

• All participants are offered a

complimentary on-site Financial

Needs Analysis.

AFTER THE WORKSHOP

• We contact attendees who have

requested follow-up

• We schedule future workshop dates

and topics**

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THE IOWA FINANCIAL GROUP – AN OFFICE OF METLIFE

FOR EXECUTIVES & BUSINESS

OWNERS

• Charitable Contributions

• Financial Strategies

• Recruiting, Retaining, & Rewarding

Key Contributors

• Buy-Sell Agreement Funding

• Business Continuation Planning

• Executive Benefits Carve Out

• Incentive Comp Plans

• Long-Term Care Multi-Life Plans

• ESOPs

• Deferred Compensation

• Wealth Management

* Any of the ‘For Employees’ Workshops can be presented

to Executives and Business Owners

SPECIALIZED MARKETS

• It’s Not Your Mother’s Retirement

• Women’s Financial Independence and

Security

• Building Financial Freedom for Gays

and Lesbians

• Children with Special Needs Planning

* Through MetDESK, MetLife’s

Division of Estate Planning for

Special Kids

* Our seminars are intended to inform on the subjects chosen,

not to solicit MetLife products or services

** This can be monthly, quarterly, semi-annually or annually