Personal Finance App

MetLife’s personal finance app is designed to help your workforce thrive

The app provides a powerful mix of personalized insights, smart tools, targeted recommendations, and planning support that helps promote positive financial progress. There is no cost, no integration and no data exchange required – simply communicate availability to employees. You will also receive access to an employer portal that provides key insights from aggregated employee data.

 

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MetLife’s personal finance app and PlanSmart (which includes Retirewise, Resource for Change, and Transition Solutions) are products of MetLife Consumer Services, Inc. (MCS). The app is available at no cost to all individuals and regardless of any MetLife relationship or product. MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content in the app, any PlanSmart workshop or any other information related thereto is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendations or advice.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. MMLIS is not affiliated with MCS or any of its affiliates.

1 MetLife’s 20th Annual U.S. Employee Benefit Trends Study (2022)

2 MetLife PlanSmart Internal Data (2022)

3 MetLife’s 21st Annual U.S. Employee Benefit Trends Study (2023)