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[On screen copy: Bank of America is a marketing name for the Retirement Services business of
Bank of America Corporation (“BofA Corp.”). Banking activities may be performed by wholly owned
banking affiliates of BofA Corp., including Bank of America, N.A., member FDIC. Brokerage and
investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp.,
including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or
“Merrill”), a dually registered broker-dealer and investment adviser and member SIPC. Investment
products: Are Not FDIC Insured; Are Not Bank Guaranteed; May Lose Value]
Narrator:
A new day is dawning for our communities and businesses, our families and our futures.
It's a pivotal time when financial wellness is as important as ever.
We're optimistic about the opportunities to address today's financial priorities and help keep longer
term goals on track. And we're here to help with guidance, tools and resources.
Financial Life Benefits™ is our powerful new solution to help meet employees' broad financial
needs, from day to day banking through Bank of America, to investing for retirement with Merrill.
It's a more complete experience that helps employees make the most of their benefits with holistic
guidance and education to help them throughout their financial journeys.
And employees can securely and seamlessly access their Financial Life Benefits through one
Bank of America app, making it easier to manage their full financial lives.
Smart technology serves up relevant insights that are personalized and actionable.
This high-tech, high-touch experience can go a long way to help strengthen employee
engagement and make it easier for them to get on track toward healthier financial lives.
Employees get clarity about where they are financially with our Financial Wellness Tracker.
This innovative online experience provides employees with an individual financial wellness score
and suggested action plan to help employees take positive strides toward financial wellness.
And we continue to identify more opportunities to deliver education and guidance to your
employees in more meaningful ways.
From online access to educational tools and resources, to virtual consultations and workshops, we
take a holistic approach that considers employees' full financial picture.
Financial Life Benefits is redefining employee benefits, raising the bar on the value your company
can offer.
pg. 2
Elevate your benefits.
Give employees what they need.
The power to believe in tomorrow.
Explore Financial Life Benefits™
[On screen copy: What would you like the power to do?®]
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[On screen copy: Bank of America, Merrill, their affiliates, and financial advisors do not provide
legal, tax, or accounting advice. You should consult your legal and/or tax advisors before
making any financial decisions.
Any new products, services, enhancements, and release dates are subject to change based solely on
Bank of America decision, including not proceeding with a planned offering.
© 2020 Bank of America Corporation. All rights reserved. | 3119638 | 06/2020]