landingpages.financialengines.com Open in urlscan Pro
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Submitted URL: https://click.mail.edelmanfinancialengines.com/?qs=32c20004721b8ae50ced38f8b895473be6ae7b6df915805caf153fb588ca9c769b5bc6030abe3cf75b89a7b1c1d6...
Effective URL: https://landingpages.financialengines.com/wellbeing-nm
Submission: On January 26 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>
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    <div class="fe-form__label-wrapper">
      <label id="firstNameLabel" for="firstName">First name</label>
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      <div class="fe-form__control-wrapper">
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        <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>
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    <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" placeholder="Last name" 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>
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        <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>
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        <small class="fe-form__error" id="enrollForm-dateOfBirth-error">Please enter a valid date of birth.</small>
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    </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>
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    </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" placeholder="XXXX" 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>
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  </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/Nationwide/nationwide_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 submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or
      Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system
      for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition to proceed forward. For texts, text STOP to cancel,
      HELP for help. Message and data rates may apply. Message frequency may vary.</small>
  </div>
</form>

Text Content

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M - F, 9 a.m. - 9 p.m. ET

We're here to help. Call (844) 942-1800

LOGIN TO ONLINE ADVICE

M - F, 9 a.m. - 9 p.m. ET

We're here to help. Call (844) 942-1800

LOGIN TO ONLINE ADVICE

SPECIAL OFFER


OPTIMIZE YOUR PORTFOLIO FOR 2024 AND BEYOND

Act now and pay no program fees for three months.*



Act Now. Offer Ends Soon.

 

Distracted by the loud opinions and constant speculations about what you should
do with your money? Especially in a time of changing tax laws, political
campaigns and fears of market downturns? We’ll help you cut through the noise so
you can find the best solutions for you.

 

Start your year off right with expert portfolio management 

 

Right now, you can get Professional Management for three months free of program
fees when you sign up by Feb. 9, 2024.*

 

We’ll optimize your portfolio, and you’ll get: 

 

 * A personalized investment plan based on your goals and risk tolerance
 * Automatic rebalancing and monitoring of your Nationwide Mutual Insurance
   Company retirement plan account 
 * Unlimited access to professional advisors

SPECIAL OFFER FOR YOUR NATIONWIDE MUTUAL INSURANCE COMPANY ACCOUNT

Sign up by Feb. 9, 2024 to get three months free of program fees.*
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 submitting this form you consent to receive emails, recurring marketing
calls, prerecorded voicemails, and automated texts from Edelman Financial
Engines and/or Financial Engines Advisors at the email and number above. You
agree that calls may be made, texts may be sent, and voicemails may be
transmitted, via an automatic telephone dialing system, an artificial or
prerecorded voice, an automated system for the selection or dialing of telephone
numbers, the playing of a recorded message, the transmission of a prerecorded
voicemail, and/or similar technology. Your consent is not a condition to proceed
forward. For texts, text STOP to cancel, HELP for help. Message and data rates
may apply. Message frequency may vary.

LIVE WEBINAR

 

6 KEY QUESTIONS TO START YOUR NEW YEAR RIGHT

Learn how to build a financial plan that could help you thrive in 2024. Join us
on Jan. 25, 2024, for a live presentation, where you’ll get insight on:

 * Strategic ways to budget and manage debt 
 * How new retirement plan contribution limits and Secure 2.0 could affect you
 * Ways to streamline and simplify your finances to optimize your strategy
 * Pros and cons of getting a tax refund
 * How to take appropriate risk amidst volatile world events

Register now


Questions? To speak with an advisor, call (844) 942-1800,

business days from 9 a.m. to 9 p.m. ET.

* If you stay enrolled, program fees will apply after May 9, 2024. Professional
Management fees are charged in the frequency and manner detailed in the Terms
and Conditions, and are deducted directly from your account.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a
registered trademark of Edelman Financial Engines, LLC. Certain services
provided on an educational and guidance basis only. All advisory services
provided by Financial Engines Advisors L.L.C., a federally registered investment
advisor. Results are not guaranteed. 

Financial Engines Advisors L.L.C.; Attn: Investor Services; 4742 N. 24th St.,
Suite 270; Phoenix, AZ 85016

Affiliate Disclaimer: AM3339382

--------------------------------------------------------------------------------

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

© 2024 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.


A LOW-COST WAY TO GET EXPERTISE.

×
 * Low annual rate of no more than 0.33%.
 * Discounted through Nationwide Savings Plan account. That's about 70% less
   than what you might pay on your own elsewhere.*
 * Paid from your Nationwide Savings Plan 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 $8,000 0.00% $0.00 per
$10,000 Over $8,000 0.33% $2.75 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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