Sheray O. Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA/SIPC, and a federally registered investment adviser. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section. Third party posts found on this profile do not reflect the views of MMA Securities LLC and have not been reviewed for accuracy or completeness.

Charlotte, North Carolina Area

RetireEDU is short for Retirement & Benefits Education. I started RetireEDU to help individuals understand their employee benefit options - focusing on education, not advice, or sales. *I do not sell any financial products or offer financial advice.Build and maintain partnerships with the leading providers in financial services, retirement & benefit communications, group insurance and enrollment.Proactively seek and secure contract assignments to provide benefit support education by phone, on-site, or webinar.Conduct group presentations, benefit enrollments and insurance, retirement plan conversions, remote call center, and on-going education meetings.Evaluate project success, provide post meeting analysis, recommend future education strategies. Education is done on-site, by phone or virtually through webinars using platforms like Zoom, and WebEx.

Charlotte, North Carolina Area (Within 250 Miles)

Conduct open enrollment, conversion, and education meetings on behalf of Total Benefit Communications, LLC, and their clients.Benefit events include:•401(k) retirement plans•403(b) retirement plans•457 retirement plans•Medicare plans•Group Benefits [Medical, Dental, Voluntary Insurance]Establish and maintain good working relationships with employer and client contacts.Educate potential members on all aspects of the plan(s) including answering questions regarding the plan’s features and benefits.Assist current members with issue resolution and re-enrollment (as applicable).Complete paperwork and expense report post-event in a timely manner.Remain knowledgeable of the industry and recent updates/legislation/changes.

Designed marketing collateral, presentations, enrollment books, meeting handouts, education materials, newsletters, employee memos and notices.Developed educational content that can be used across the entire agency and custom content for client specific needs. [see: https://www.onedigital.com/retirelife/]Conducted enrollment, conversion and investment education through meetings, workshops, webinars, recorded videos, conference calls, and targeted email campaigns. Increased participant savings rates and engagement; track, gather, evaluate and report post-meeting results to clients; recommend ongoing education methods. Created and implemented custom Education Plans for retirement plans, considering the demographics and needs of my client’s employee population.

Charlotte, North Carolina Area

North Carolina

(formerly Delaware Investments & Retirement Financial Services)