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Prepared for Springfield R-XII School District

36

Customizing the Experience

VALIC knows that custom is not just a name in the corner of the screen. To heighten

engagement and provide each participant with a unique experience, content and information

is provided based on what we know about a participant. We take demographic and personal

preference data and use it smartly to personalize the experience through relevant photos,

videos, articles, worksheets and reports. By directing powerful custom content to

participants, VALIC creates a unique, tangible, and tailored experience.

Gap Analysis Calculator on Demand.

Participants can also access a gap analysis calculator using information from VALIC’s

recordkeeping system and information provided by the participant about themselves or

family to create a comprehensive projection of future income against their expressed goals.

The projection provides suggestions on how to get on track by adjusting contributions or

diversifying assets.