Context
Many parents know that Financial Literacy matters, they want to introduce their offspring to the important concepts of money and wealth, but don’t always know when and how.

A big client need / major advice opportunity.

Solution
Every two years, as the children turn 4, 6, 8, and… years of age, you will receive a Bento Alert in your CRM. The Alert includes links to compliance pre-approved, age-appropriate information, guidance, and exercises that you can share with your client or prospect family. This program was developed in partnership with leading educators such as Susan Doty (Director of the Center for Economic Education and Financial Literacy at the University of Texas at Tyler).

When you help your families with educating the Next Generation, everyone wins.