Workplace Insights | Bank of America Merrill Lynch
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Life Priorities

We help make financial wellness personal and actionable through the lens of what's most important to employees. Those priorities are categorized as Finances, Family, Health, Home, Work, Leisure and Giving.


Define your financial goals


Taking care of important people in your life


Health care expenses now and in the future


Upsize, downsize, buy a vacation home


Start or sell a business, work in retirement


Meaningful ways to spend free time


Volunteer, mentor, charitable donations

Your employees' financial lives aren't just about markets and returns, but the moments that matter most throughout every stage of their lives. Whether they're buying their first house, paying for their child's education, or saving for retirement, they'll have questions along the way and we're here to help provide those answers.

Learn more about life priorities and how we're helping employees live better financially.

See how Retirement & Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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