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Submitted URL: https://click.mail.edelmanfinancialengines.com/?qs=88aa3d249a2bbbca5aed008b0d4bdd9e48bc082d6824828097e3ffe9f397036d21342f2b2f00950767b49b7ad3c9...
Effective URL: https://pages.financialengines.com/wellbeing-nm/?testGroup=&poid=bcbsnc&s_cid=em%3AFMR%3Abcbsnc%3AQ4Wellbeing2022%3ANON_RECURRING%3...
Submission: On October 14 via api from US — Scanned from DE

Form analysis 1 forms found in the DOM

Name: fe-enroll-form — 

<form id="fe-enroll-form" name="fe-enroll-form" novalidate="" role="form" autocomplete="off">
  <div class="fe-form__header"> Enroll in Professional Management </div>
  <div class="fe-form__group fe-form__group--first-name">
    <div class="fe-form__label-wrapper">
      <label id="firstNameLabel" for="firstName">First name</label>
    </div>
    <div class="fe-form__field">
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="firstName" name="firstName" aria-describedby="enrollForm-firstName-error" data-required="true">
        <small class="fe-form__error" id="enrollForm-firstName-error">Please enter your first name.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--last-name">
    <div class="fe-form__label-wrapper">
      <label id="lastNameLabel" for="lastName">Last name</label>
    </div>
    <div class="fe-form__field">
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="lastName" name="lastName" aria-describedby="enrollForm-lastName-error" data-required="true">
        <small class="fe-form__error" id="enrollForm-lastName-error">Please enter your last name.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--zip-code">
    <div class="fe-form__label-wrapper">
      <label id="zipCodeLabel" for="zipCode">ZIP code</label>
    </div>
    <div class="fe-form__field">
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="zipCode" name="zipCode" maxlength="5" aria-describedby="enrollForm-zipCode-error" data-required="true" data-pattern="^\d{5}$">
        <small class="fe-form__error" id="enrollForm-zipCode-error">Please enter a valid Zip code.</small><span class="sr-only">Use the 5 digit Zip code that we have on file.</span>
      </div>
    </div>
    <div id="zipCodeHelp" class="fe-form__control-instruction">Use the Zip code that we have on file.</div>
  </div>
  <div class="fe-form__group fe-form__group--dob">
    <div class="fe-form__label-wrapper">
      <label id="dobLabel" for="dateOfBirth">Date of birth</label>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description"></div>
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="dateOfBirth" name="dateOfBirth" maxlength="10" placeholder="MM/DD/YYYY" aria-describedby="enrollForm-dateOfBirth-error" data-required="true" data-pattern="^\d\d?\/\d\d?\/\d{4}$">
        <small class="fe-form__error" id="enrollForm-dateOfBirth-error">Please enter a valid date of birth.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--ssn">
    <div class="fe-form__label-wrapper">
      <label id="lastFourSSNLabel" for="lastFourSSN">Last 4 digits of SSN</label>
      <div class="fe-form__description">
        <i class="fa fa-lock"></i>
        <span id="secureServerTextId">Secure Server</span>
      </div>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description">
        <i class="fa fa-lock"></i>
        <span id="secureServerTextId">Secure Server</span>
      </div>
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" type="password" id="lastFourSSN" name="lastFourSSN" maxlength="4" autocomplete="off" aria-describedby="enrollForm-lastFourSSN-error" data-required="true" data-pattern="^\d{4}$">
        <small class="fe-form__error" id="enrollForm-lastFourSSN-error">Please enter last 4 digits of SSN.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--email">
    <div class="fe-form__label-wrapper">
      <label id="emailLabel" for="email">Email</label>
      <div class="fe-form__description" aria-hidden="true">Optional</div>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description" aria-hidden="true">Optional</div>
      <div class="fe-form__control-wrapper">
        <input type="email" class="fe-form__control" id="email" name="email" placeholder="example@email.com" aria-describedby="enrollForm-email-error" data-pattern="^[A-Za-z0-9._'%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,4}$">
        <small class="fe-form__error" id="enrollForm-email-error">Please enter a valid email address.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--phone">
    <div class="fe-form__label-wrapper">
      <label id="phoneLabel" for="phoneNumber">Phone number</label>
      <div class="fe-form__description" aria-hidden="true">Optional</div>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description" aria-hidden="true">Optional</div>
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="phoneNumber" name="phoneNumber" placeholder="000-000-0000" size="14" maxlength="14" aria-describedby="enrollForm-phoneNumber-error" data-pattern="^\(?(\d{3})\)?[ .-]?(\d{3})[ .-]?(\d{4})$">
        <small class="fe-form__error" id="enrollForm-phoneNumber-error">Please enter a valid phone number.</small>
      </div>
    </div>
  </div>
  <div class="fe-form__group fe-form__group--sign-up-button">
    <button id="confirm-enrollment-button" type="submit" class="fe-form__button fe-form__button--block ">
      <span>Sign up now</span></button>
  </div>
  <div class="fe-form__group fe-form__group--cancel-note"> Cancel at any time, without penalty </div>
  <div class="fe-form__signup-disclosures">
    <small class="fe-form__signup-disclosure"
      id="signup-form-disclaimer-one"><b>Clicking "Sign up now" authorizes Financial Engines Advisors L.L.C. to manage your account and deduct <a href="#" target="_blank" class="fe-modal-toggle-fe-program-fees">program fees</a>.</b></small>
    <small class="fe-form__signup-disclosure" id="signup-form-disclaimer-two">By clicking "Sign up now", you agree to the
      <a href="https://legaldocs.financialengines.io/Master/FEA_ProfManagement_Terms.pdf" target="legal-window">Terms &amp; Conditions</a> (including the
      <a href="https://legaldocs.financialengines.io/Fidelity/Fidelity_Sponsor_Specific/BCBSNC/BCBSNC_Supp.pdf" target="legal-window">Supplement</a>), and you acknowledge that you have received Edelman Financial Engines
      <a href="https://legaldocs.financialengines.io/Master/FEA_PrivacyPolicy_MA.pdf" target="legal-window">Privacy Policy</a>, <a href="https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf" target="legal-window">Form ADV</a> and
      <a href="https://legaldocs.financialengines.io/Master/FEA_CRS.pdf" target="legal-window">Form CRS</a>. You confirm that you can view and print the <a href="javascript:void(0)" class="fe-modal-toggle-legalDocLink">Legal Information</a> and
      consent to electronic delivery thereof. You can also request a free paper copy at any time.</small>
    <small class="fe-form__signup-disclosure" id="signup-form-phone-disclaimer">By entering your phone number above, you are consenting to receive calls regarding products and services from Edelman Financial Engines, and these calls may use an
      automatic dialing system or a prerecorded voice to deliver messages. This agreement is not a condition to proceed forward.</small>
  </div>
</form>

Text Content

 * About Edelman Financial Engines
 * 
 * Legal Information
 * Privacy Policy
 * 
 * Online Privacy Statement
 * 
 * Chat Usage Terms
 * 
 * Do Not Sell My Personal Information
 * 

© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
registered trademark of Edelman Financial Engines, LLC. All advisory services
provided by Financial Engines Advisors L.L.C., a federally registered investment
advisor. Results are not guaranteed. See
https://edelmanfinancialengines.com/patent-information for patent information.




QUESTIONS? CALL US AT (888) 439-1170
M - F, 9:00AM - 9:00PM ET

Edelman Financial Engines is not affiliated with Fidelity Workplace Services,
LLC or its affiliates. AM2234019

Thinking about how market volatility, inflation and other
challenges could impact your retirement? Let our investment experts optimize
your Blue Cross and Blue Shield of North Carolina retirement plan
investments through our Professional Management service
with no program fees for three months.1 

Enroll by Nov. 11 to take advantage of this offer.

You'll get:


A retirement plan based on your goals and risk tolerance



Help setting and achieving retirement income goals



Unlimited access to advisors for guidance

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP®  (with plaque
design) in the United States, which it authorizes use of by individuals who
successfully complete CFP Board’s initial and ongoing certification
requirements.

1 If you stay enrolled in Professional Management, fees apply after Feb. 10,
2023.

2 As of June 30, 2022.

No purchase or enrollment necessary to attend event.


NOV. 1 AND NOV. 3



YOUR FINANCES IN FOCUS 2022


View schedule


JOIN EACH DAY, 11 A.M.-1 P.M. OR 5-7 P.M. ET



WHAT WILL YOUR WORLD LOOK LIKE IN 2023 AND BEYOND?



LEARN ABOUT THE FORCES SHAPING MONEY AND INVESTING, NOW AND INTO THE FUTURE.
COME AWAY WITH MORE CONFIDENCE ABOUT
YOUR FINANCIAL FUTURE – AND STEPS YOU CAN TAKE NOW.



JOIN US TO DISCOVER:





STRATEGIES TO INVEST IN TIMES OF MARKET VOLATILITY AND ECONOMIC UNCERTAINTY




HOW REINING IN YOUR EMOTIONS CAN HELP LEAD TO MORE FINANCIAL SUCCESS




KEY DIFFERENCES BETWEEN
A BEAR MARKET AND A RECESSION

Register now


EVENT PREVIEW



WATCH THIS MESSAGE FROM EVENT HOST KELLY O’DONNELL, EXECUTIVE VICE PRESIDENT AT
EDELMAN FINANCIAL ENGINES, FOR A LOOK AT EACH DAY’S SESSIONS AND SPEAKERS.


EVENT PREVIEW



TUESDAY, NOV. 1



11-11:10 A.M. OR 5-5:10 P.M. ET



WELCOME



PRESENTED BY KELLY O'DONNELL






11:10 A.M.-NOON OR 5:10-6 P.M. ET



GET COMFORTABLE TALKING ABOUT MONEY



PRESENTED BY JEAN CHATZKY, CLARENCE HAYNES AND SHATEELA WINTERS



WHAT HAS THE BIGGEST IMPACT ON YOUR INVESTMENT RETURNS? SURPRISE – IT’S YOU!
JOIN RENOWNED AUTHOR, ENTREPRENEUR AND PODCAST HOST JEAN CHATZKY AND SPECIAL
GUESTS IN THIS ROUNDTABLE PRESENTATION AND WALK AWAY FEELING MORE CONFIDENT
ABOUT YOUR FINANCIAL FUTURE.





12:15-1 P.M. OR 6:15-7 P.M. ET



INVEST WITH YOUR BRAIN, NOT YOUR HEART



PRESENTED BY WEI HU, PH.D., AND CLARENCE HAYNES



MARKET VOLATILITY, GLOBAL CONFLICT, INFLATION AND RISING INTEREST RATES – IT’S
BEEN A CHALLENGING YEAR. WE CAN HELP YOU REGAIN CONFIDENCE AND WORK TOWARD YOUR
DREAM OF FINANCIAL INDEPENDENCE WITH ACTIONABLE STRATEGIES TO HELP YOU REACH
YOUR GOALS.





THURSDAY, NOV. 3



11-11:10 A.M. OR 5-5:10 P.M. ET



WELCOME



PRESENTED BY CLARENCE HAYNES






11:10 A.M.-NOON OR 5:10-6 P.M. ET


RETIREMENT AND RECESSION – 7 STRATEGIES TO MOVE FORWARD



PRESENTED BY MATT RAFELD AND SHATEELA WINTERS


THE STOCK MARKET IS DOWN, INTEREST RATES ARE UP AND EVERYBODY IS TALKING ABOUT A
RECESSION. HOW CAN YOU KEEP MOVING FORWARD DURING A TIME LIKE THIS? GET GUIDANCE
ON HOW TO PROTECT YOUR SAVINGS AND KEEP GROWING YOUR WEALTH IN THIS TIMELY
PRESENTATION.





NOON-12:45 P.M. OR 6-6:45 P.M. ET


OWN YOUR FINANCIAL FUTURE – WOMEN AND MONEY



PRESENTED BY JEAN CHATZKY AND SHATEELA WINTERS


WOMEN ARE LIKELY TO EARN LESS, TAKE MORE CAREER BREAKS AND LIVE LONGER THAN MEN.
IT MEANS WOMEN FACE UNIQUE CHALLENGES WITH MONEY. JOIN BESTSELLING AUTHOR JEAN
CHATZKY FOR AN INSPIRATIONAL CONVERSATION ABOUT HELPING WOMEN – AND THE MEN IN
THEIR LIVES – PLAN FOR RETIREMENT AND BEYOND.





12:45-1 P.M. OR 6:45-7 P.M. ET


PRESENTED BY KELLY O'DONNELL


CLOSING COMMENTS




Register now


SPECIAL OFFER







HOST




Kelly O'Donnell

Kelly is the executive vice president and head of the Workplace business at
Edelman Financial Engines. In this role, she leads the marketing, product and
strategy initiatives that offer our unique service model and client experience
to 10.8 million plan participants.2



PRESENTERS




Jean Chatzky

Jean is a New York Times and Wall Street Journal bestselling author, an
award-winning journalist and broadcaster, the host of the national radio show
and podcast, Everyday WealthTM and founder and CEO of HerMoney.com.




Clarence Haynes

Clarence is a seasoned public
speaker with more than 30 years of
experience and is known for his ability to make even the most
difficult financial concepts easy to
understand. Clarence is an
Investment Advisor Representative
and holds a Bachelor of Science
degree in business management
and finance from Brooklyn College in Brooklyn, N.Y.




Shateela Winters

Shateela joined Edelman Financial
Engines in 2011 as a financial
educator. Her unique blend of
storytelling and empathy helps
audiences easily grasp difficult
financial concepts. Shateela
earned a Bachelor of Arts in
political science from Allegheny
College and holds CERTIFIED
FINANCIAL PLANNER™ and
Chartered Financial Consultant® (ChFC®) designations.




Wei Hu Ph.D.

Wei is the head of financial research at Edelman Financial Engines, leading the
team responsible for constructing portfolios and modeling investment risk and
potential return. Previously, Wei was an assistant professor of economics at the
University of California, Los Angeles. He holds a doctorate in
economics from Stanford University.




Matt Rafeld

Matt has more than 15 years of
experience in the financial planning
industry and has been with Edelman Financial Engines since 2012. A U.S. Coast
Guard veteran, Matt earned a bachelor’s degree in finance and an MBA at the
University of Massachusetts. He also holds Chartered Mutual Fund CounselorSM
(CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) designations from
the College of
Financial Planning.


Register now


YOU HAVE AN OPPORTUNITY TO EXPERIENCE PROFESSIONAL MANAGEMENT.

Sign up by Nov. 11, 2022, and use it with no program fees until Feb. 10, 2023.
If you continue Professional Management beyond Feb. 10, 2023 the program fee
will apply after Feb. 10, 2023.
Enroll in Professional Management
First name
Please enter your first name.
Last name
Please enter your last name.
ZIP code
Please enter a valid Zip code.Use the 5 digit Zip code that we have on file.
Use the Zip code that we have on file.
Date of birth
Please enter a valid date of birth.
Last 4 digits of SSN
Secure Server
Secure Server
Please enter last 4 digits of SSN.
Email
Optional
Optional
Please enter a valid email address.
Phone number
Optional
Optional
Please enter a valid phone number.
Sign up now
Cancel at any time, without penalty
Clicking "Sign up now" authorizes Financial Engines Advisors L.L.C. to manage
your account and deduct program fees. By clicking "Sign up now", you agree to
the Terms & Conditions (including the Supplement), and you acknowledge that you
have received Edelman Financial Engines Privacy Policy, Form ADV and Form CRS.
You confirm that you can view and print the Legal Information and consent to
electronic delivery thereof. You can also request a free paper copy at any time.
By entering your phone number above, you are consenting to receive calls
regarding products and services from Edelman Financial Engines, and these calls
may use an automatic dialing system or a prerecorded voice to deliver messages.
This agreement is not a condition to proceed forward.


Or, if you prefer, choose Online Advice and manage your Blue Cross and Blue
Shield of North Carolina account investments on your own.



https://www.financialengines.com/maoachoice/start.act?t=null&s=GW-PRD-20221014-0618-0000530&br=558&targetPoint=PRODUCT_CHOICES&targetTab=OA&fromPoint=














A LOW-COST WAY TO GET EXPERTISE.

×
 * Low annual rate of no more than 0.45%. Discounts may apply for larger
   balances.
 * Lower than the industry average. That's about 55% less than what you might
   pay on your own elsewhere.*
 * Paid from your Blue Cross and Blue Shield of North Carolina account(s).
   There's no impact on your take-home pay.
 * Cancel anytime. You're not locked into any long-term commitments.

Professional Management Fees

Portion of Account Annual Rate Monthly Amount Up to $250,000 0.45% $3.75 per
$10,000 Over $250,000 0.30% $2.50 per $10,000

Professional Management fees are charged at the frequency and in the manner as
detailed in the Terms & ConditionsSupplement; monthly fee examples for
illustrative purposes only.
*The industry average is based on reporting in PriceMetrix’s, “The State of
North American Retail Wealth Management, 10th Annual Report” which found that
based on PriceMetrix’s proprietary database (as of the end of 2020 was comprised
of detailed client-holdings and transaction information from roughly 70,000
financial advisors), the average fee in 2020 for accounts with assets between
$1M and $1.5M was 1.05%. For the same asset range, the 2019 average fee was
1.05% and the 2018 average fee was 1.06%. Industry average fees are subject to
change. Investment Advisor services vary, and some advisors in the studies may
provide different services than Financial Engines Advisors L.L.C. The report is
available here.

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LEGAL INFORMATION

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 * Terms of Service
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 * Privacy Policy
 * Website Terms of Service
 * Security Statement
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 * Online Privacy Statement
 * Do Not Sell My Personal Information
 * Form CRS

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