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BuenfuturoBilingual Retirement Planning Communications

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Bilingual Retirement Planning Communications
 


 

Assembling the right combination of experts in the Spanish language and culture, content development, financial products, retirement planning, education, print design, and software programming is a daunting task for any company.

Add to that the time and costs of developing and maintaining such a program and it's easy to see why using our materials and services is an economic and practical solution.

As a third-party service provider, we pass our one-time development cost savings on to you.

Your company benefits from our experience

  • Spanish language and Latino culture expertise
  • Bilingual investment education and training
  • Targeted content development
  • Strategy in reaching the Hispanic market

Our mission

  • Prepare your business to face the investment education needs of the growing Hispanic-American workforce
  • Provide a competitive advantage by positioning your company to reach and educate this valuable growing market with your products and services
  • Increase revenues and profits from participation, deferrals, and asset growth
  • Provide affordable, effective, and flexible solutions via our products and services

Our approach

Efforts to reach the market must be accompanied by education, trust-building, and translations of culturally- centered notions of money. Our materials show investors- why it is critical to invest and to take advantage of their retirement plans and investment opportunities to provide for their financial well-being.

How did we get participation up to 97% in companies with Hispanic employees?

  • Used our fresh, creative, and culturally-sensitive content
  • Dispelled many of the common myths about financial institutions and investing that are inherent in the culture
  • Delivered the information via experienced, bilingual people
  • Unraveled complicated investment jargon into simple conversational Spanish - without losing the integrity of the information

The Latino culture

Along with their differences, many Latinos share some common traits. These may include community pride, a shared language, and a love of family and culture. People from Latino heritage tend to be expressive and lively. With this in mind, our materials were designed using the following guidelines:

  • Vibrant, earthy color schemes
  • Creative, colorful graphs and charts and tangible themes
  • Our bilingual Web program is user-friendly and playful, with animated graphics and culturally humorous quotes
  • Users can easily switch from English to Spanish and vice-versa from any point, and have access to a comprehensive glossary and interactive tools

Program topics include:

  • The basics of investing and investment risk
  • The importance of saving for retirement
  • Common suspicions about financial institutions
  • Where their money goes and what happens to it
  • Motivating employees to participate and invest by showing how much to save to reach their retirement goals
  • Demonstrating asset allocation
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