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COMMUNICATION

The success of your plan depends on effective communication with employees.


Education and communication is very important to potential participants in making the decision of whether or not to join a global plan.

 

We will create customized education campaigns that target plan participant concerns and use clear, compelling language to help eligible employees understand the benefits of enrolling in a global plan. A well-crafted participant engagement strategy can positively influence behavior that leads to more successful outcomes, providing benefits for participants and plan sponsors alike.

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To ensure effective plan communication we will partner with you to provide a campaign that best suits the company’s needs  utilizing a combination of the following meetings types:
 

  1. Train-the-Trainer – partner with your HR/Benefits personnel so they can help employees at the local level

  2. Enrollment and Education WebEx presentations – provide online enrollment and education meetings to your global employees which can be recorded for future use

  3. On-site meetings – typically for larger groups of employees, provide in-person meetings accompanied with one-on-one sessions.

  4. One-on-one counseling – provide financial education to your employees
     

Throughout the course of the year, we will work with you to provide targeted communications to participants.

 

Contact us today to learn about our innovative participant engagement strategies.

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 
579 Main St., Bolton, MA 01740. 978-779-5361


Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Delta Global Investment Services, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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Delta Global Investment Services © 2023. All Rights Reserved.

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SM1/SMA0003a

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