Meet Your EY Planner

Summary

The "Meet Your EY Planner" video, created by Wespath Benefits and Investments, highlights the human side of the EY financial planner line. It emphasizes the importance of trust, integrity, and personalized service in financial planning. The video assures viewers that the planners are experienced, objective, and able to translate complex financial topics into simple terms. It encourages viewers to use the toll-free line for personalized financial guidance, supported by additional online resources, suitable for any financial stage in life.

Highlights

• EY planners symbolize more than voices; they represent significant financial milestones like college tuition and retirement plans. 🎓🏠
• Qualified planners with integrity ensure guidance is for your best interest. 🔍
• The support team excels at simplifying complex topics, making them approachable. 📚
• Initial contact begins with a company-specific toll-free number. ☎️
• Personalized actionable plans crafted using employer-supplied data. 📋
• Website offers a plethora of resources like wellness tools and articles for informed decision-making. 🌟
• Comprehensive help ranging from debt management to healthcare decisions. 🏥
• Financial planner line is there to support everyone, at any financial stage. 💪

Key Takeaways

• EY financial planners are not just voices; they provide essential financial guidance. 📞
• Planners hired for both knowledge and qualities like integrity and objectivity. 👏
• Experienced in translating complex financial topics into simple terms. 🧐
• Plan calls begin with a toll-free number, providing personalized guidance. 📲
• Planners utilize employer-supplied data to craft personalized plans. 📊
• Wide range of financial topics covered, from debt management to retirement planning. 💰
• Online resources enhance financial understanding and decision-making. 🌐
• Support available regardless of current financial status or knowledge. 🤝

Overview

The video "Meet Your EY Planner" showcases the essential role of EY financial planners, emphasizing that they are more than just voices over the phone. Each planner is carefully selected not only for their expertise but also for key characteristics like integrity, ensuring they provide the support you need for significant financial decisions, from college tuition to retirement plans.

This engaging introduction highlights how EY planners stand out by demystifying complex financial topics and creating personalized plans. Whether it's your first call or one of many, they utilize employer-supplied data for bespoke financial planning, ensuring trust and clarity in every interaction.

Beyond just calls, EY planners guide you through online resources designed to enhance your financial literacy and comfort. From managing debts to making health care decisions, they cover an extensive range of topics. No matter where you currently stand financially, you can count on the EY Financial Planner line for comprehensive and compassionate support.

Chapters

• 00:00 - 00:30: Introduction to EY Financial Planner The 'Introduction to EY Financial Planner' chapter emphasizes the personal and impactful role that the professionals at EY Financial Planner play in clients' lives. Rather than just distant advisors, they are portrayed as crucial supporters of significant financial goals such as children's education, emergency funds, and retirement planning. The chapter highlights the dual criteria for hiring team members: financial expertise and possessing key personal qualities valued by clients, like integrity.
• 00:30 - 01:00: Service Commitment and Approach This chapter discusses the service commitment and approach of a financial planning firm. The firm prides itself on its ability to communicate complex financial topics in simple and understandable terms. It emphasizes building and maintaining long-lasting relationships with clients. The chapter highlights the firm's objectivity, assuring clients that they will receive unbiased guidance dedicated to their success. The client experience begins with a toll-free call to a dedicated line.
• 01:00 - 01:30: Process of Engaging with EY Planners The chapter 'Process of Engaging with EY Planners' describes how individuals begin their interaction with EY Planners by calling a dedicated number. The caller might not initially know the specific details of their inquiry but is seeking direction. Once the call is verified, EY's highly qualified planners thoroughly engage with the client's financial situation either in one or more sessions. They aim to understand the client's goals and utilize benefits data provided by the client's employer to develop realistic, personalized, and actionable financial plans. Additionally, the planners offer further assistance to enhance the client's financial strategy.
• 01:30 - 02:00: Additional Resources and Expertise In this chapter titled 'Additional Resources and Expertise', the focus is on the various resources available on a financial planning website. These resources include a financial wellness tool, articles, videos, and webcasts aimed at aiding individuals in making informed financial decisions. The chapter highlights the expertise of financial planners who are well-versed in a wide range of financial topics. They are capable of assisting with diverse financial issues such as managing credit card debt, paying off student loans, making healthcare decisions, and planning for retirement, ensuring that individuals have comprehensive support no matter what financial challenges they face.
• 02:00 - 02:30: Comprehensive Support and Assurance The chapter revolves around the theme of financial planning and assurance. It emphasizes that regardless of one's current financial status or future aspirations, the EY Financial Planner is a reliable resource to provide support and guidance to achieve financial goals.

Meet Your EY Planner Transcription

• 00:00 - 00:30 The professionals who work at the EY financial planner line aren't just voices on the other end of the phone. They represent your children's college tuition, your financial safety net in case of an unexpected emergency, your comfort in retirement. That's why every member of our team has been hired not only for their financial knowledge, but also the qualities that matter most to you. Our people have integrity. We're
• 00:30 - 01:00 experienced. We speak your language, translating complex financial planning topics into basic, understandable terms. We establish and sustain longlasting relationships. And perhaps above all else, we're objective. Because we know when you call for guidance or just to talk through an idea, you want to be absolutely confident the financial planner you engage with is dedicated to your success. Your experience begins by making a toll-free call to the dedicated
• 01:00 - 01:30 number set up specifically for your company. At that point, you might not know exactly what you're calling for. You just know you need some direction. Once we verify the call, our highly credentialed planners dive head first into your financial life in a single call or in a series of calls, uncovering your goals and using the benefits data supplied by your employer to devise realistic, personalized, actionable plans. In addition, the planners help
• 01:30 - 02:00 you take advantage of our website resources, including a financial wellness tool, articles, topical videos, and webcasts to make sure you understand and are comfortable with the financial decisions you are making. Our planners are thoroughly versed on a full gamut of financial topics, able to help with anything from managing credit card debt to paying off student loans, making health care decisions, planning for retirement, and everything in between. So, no matter what you
• 02:00 - 02:30 currently know, no matter what your current financial status is, and no matter what you're after in the future, you can count on the EY Financial Planner line to help.