WP and LBS are excited to announce that Individual Financial Services (IFS) are now available to our collective clients. Also known as IFS, Life Benefit Solutions has offered these services for many years. Whether a new employee or one thinking of retirement, our team specializes in assisting with individual financial planning.
Our Individual Financial Services (IFS) team offers:
- Personalized investment advice for individual investment accounts
- Pension consolidation – especially aggregating tax-exempt accounts
- Retirement income projections
- Budgeting & financial wellness education
- Personal insurance analysis (life & critical illness)
- Regular market updates & communication
In the coming weeks you’ll receive more information about this service. In March, webinars presented by Life Benefit Solutions and WP Pensions + Benefits will be available to explain the service in more detail and how all employees are able to engage this service.