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Submitted URL: https://click.mail.edelmanfinancialengines.com/?qs=c56157bdc59b2de67afbf030e8b25a75fc3240eb491c68b71636c80a1639712255689616c140a2ec4b04790ec856...
Effective URL: https://pages.financialengines.com/promotion/?testGroup=&poid=selectins&s_cid=em%3ATRPRPS%3Aselectins%3AQ32023EFETrialOffer%3ANON_R...
Submission: On July 20 via manual from US — Scanned from DE
Effective URL: https://pages.financialengines.com/promotion/?testGroup=&poid=selectins&s_cid=em%3ATRPRPS%3Aselectins%3AQ32023EFETrialOffer%3ANON_R...
Submission: On July 20 via manual from US — Scanned from DE
Form analysis
1 forms found in the DOMName: fe-enroll-form —
<form id="fe-enroll-form" name="fe-enroll-form" novalidate="" role="form" autocomplete="off">
<div class="fe-form__header"> Enroll in Professional Management </div>
<div class="fe-form__group fe-form__group--first-name">
<div class="fe-form__label-wrapper">
<label id="firstNameLabel" for="firstName">First name</label>
</div>
<div class="fe-form__field">
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="firstName" name="firstName" aria-describedby="enrollForm-firstName-error" data-required="true">
<small class="fe-form__error" id="enrollForm-firstName-error">Please enter your first name.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--last-name">
<div class="fe-form__label-wrapper">
<label id="lastNameLabel" for="lastName">Last name</label>
</div>
<div class="fe-form__field">
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="lastName" name="lastName" aria-describedby="enrollForm-lastName-error" data-required="true">
<small class="fe-form__error" id="enrollForm-lastName-error">Please enter your last name.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--zip-code">
<div class="fe-form__label-wrapper">
<label id="zipCodeLabel" for="zipCode">ZIP code</label>
</div>
<div class="fe-form__field">
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="zipCode" name="zipCode" maxlength="5" aria-describedby="enrollForm-zipCode-error" data-required="true" data-pattern="^\d{5}$">
<small class="fe-form__error" id="enrollForm-zipCode-error">Please enter a valid Zip code.</small><span class="sr-only">Use the 5 digit Zip code that we have on file.</span>
</div>
</div>
<div id="zipCodeHelp" class="fe-form__control-instruction">Use the Zip code that we have on file.</div>
</div>
<div class="fe-form__group fe-form__group--dob">
<div class="fe-form__label-wrapper">
<label id="dobLabel" for="dateOfBirth">Date of birth</label>
</div>
<div class="fe-form__field fe-form__field--has-description">
<div class="fe-form__description"></div>
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="dateOfBirth" name="dateOfBirth" maxlength="10" placeholder="MM/DD/YYYY" aria-describedby="enrollForm-dateOfBirth-error" data-required="true" data-pattern="^\d\d?\/\d\d?\/\d{4}$">
<small class="fe-form__error" id="enrollForm-dateOfBirth-error">Please enter a valid date of birth.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--ssn">
<div class="fe-form__label-wrapper">
<label id="lastFourSSNLabel" for="lastFourSSN">Last 4 digits of SSN</label>
<div class="fe-form__description">
<i class="fa fa-lock"></i>
<span id="secureServerTextId">Secure Server</span>
</div>
</div>
<div class="fe-form__field fe-form__field--has-description">
<div class="fe-form__description">
<i class="fa fa-lock"></i>
<span id="secureServerTextId">Secure Server</span>
</div>
<div class="fe-form__control-wrapper">
<input class="fe-form__control" type="password" id="lastFourSSN" name="lastFourSSN" maxlength="4" autocomplete="off" aria-describedby="enrollForm-lastFourSSN-error" data-required="true" data-pattern="^\d{4}$">
<small class="fe-form__error" id="enrollForm-lastFourSSN-error">Please enter last 4 digits of SSN.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--email">
<div class="fe-form__label-wrapper">
<label id="emailLabel" for="email">Email</label>
<div class="fe-form__description" aria-hidden="true">Optional</div>
</div>
<div class="fe-form__field fe-form__field--has-description">
<div class="fe-form__description" aria-hidden="true">Optional</div>
<div class="fe-form__control-wrapper">
<input type="email" class="fe-form__control" id="email" name="email" placeholder="example@email.com" aria-describedby="enrollForm-email-error" data-pattern="^[A-Za-z0-9._'%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,4}$">
<small class="fe-form__error" id="enrollForm-email-error">Please enter a valid email address.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--phone">
<div class="fe-form__label-wrapper">
<label id="phoneLabel" for="phoneNumber">Phone number</label>
<div class="fe-form__description" aria-hidden="true">Optional</div>
</div>
<div class="fe-form__field fe-form__field--has-description">
<div class="fe-form__description" aria-hidden="true">Optional</div>
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="phoneNumber" name="phoneNumber" placeholder="000-000-0000" size="14" maxlength="14" aria-describedby="enrollForm-phoneNumber-error" data-pattern="^\(?(\d{3})\)?[ .-]?(\d{3})[ .-]?(\d{4})$">
<small class="fe-form__error" id="enrollForm-phoneNumber-error">Please enter a valid phone number.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--sign-up-button">
<button id="confirm-enrollment-button" type="submit" class="fe-form__button fe-form__button--block ">
<span>Sign up now</span></button>
</div>
<div class="fe-form__group fe-form__group--cancel-note"> Cancel at any time, without penalty </div>
<div class="fe-form__signup-disclosures">
<small class="fe-form__signup-disclosure"
id="signup-form-disclaimer-one"><b>Clicking "Sign up now" authorizes Financial Engines Advisors L.L.C. to manage your account and deduct <a href="#" target="_blank" class="fe-modal-toggle-fe-program-fees">program fees</a>.</b></small>
<small class="fe-form__signup-disclosure" id="signup-form-disclaimer-two">By clicking "Sign up now", you agree to the
<a href="https://legaldocs.financialengines.io/Master/FEA_ProfManagement_Terms.pdf" target="legal-window">Terms & Conditions</a> (including the
<a href="https://legaldocs.financialengines.io/TRowe_Price/TRowe_Price_Sponsor_Specific/Selective_Insurance/selectins_Supp.pdf" target="legal-window">Supplement</a>), and you acknowledge that you have received Edelman Financial Engines
<a href="https://legaldocs.financialengines.io/Master/FEA_PrivacyPolicy_MA.pdf" target="legal-window">Privacy Policy</a>, <a href="https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf" target="legal-window">Form ADV</a> and
<a href="https://legaldocs.financialengines.io/Master/FEA_CRS.pdf" target="legal-window">Form CRS</a>. You confirm that you can view and print the <a href="javascript:void(0)" class="fe-modal-toggle-legalDocLink">Legal Information</a> and
consent to electronic delivery thereof. You can also request a free paper copy at any time.</small>
<small class="fe-form__signup-disclosure" id="signup-form-phone-disclaimer">By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or
Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system
for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition to proceed forward. For texts, text STOP to cancel,
HELP for help. Message and data rates may apply. Message frequency may vary.</small>
</div>
</form>
Text Content
* About Edelman Financial Engines * * Legal Information * Privacy Policy * * Online Privacy Statement * * Chat Usage Terms * * Do Not Share My Personal Information * © 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See https://edelmanfinancialengines.com/patent-information for patent information. LET US OPTIMIZE YOUR PORTFOLIO TO KEEP YOU ON TRACK FOR RETIREMENT EXPERIENCE PROFESSIONAL MANAGEMENT FOR 3 MONTHS FREE OF PROGRAM FEES WHEN YOU ENROLL BY JULY 28, 2023. IT'S EASY TO GET EXPERT HELP. 1The industry average is based on reporting in PriceMetrix’s, “The State of North American Retail Wealth Management, 10th Annual Report” which found that based on PriceMetrix’s proprietary database (as of the end of 2020 was comprised of detailed client-holdings and transaction information from roughly 70,000 financial advisors), the average fee in 2020 for accounts with assets between $1M and $1.5M was 1.05%. For the same asset range, the 2019 average fee was 1.05% and the 2018 average fee was 1.06%. Industry average fees are subject to change. Investment Advisor services vary, and some advisors in the studies may provide different services than Financial Engines Advisors L.L.C. The report is available here. *Professional Management fees are charged in the frequency and manner detailed in the Terms and Conditions; and are deducted directly from your account. Fee examples are for illustrative purposes only. Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results. WHAT HAPPENS AFTER I SIGN UP? MANAGE IT YOURSELF WITH ONLINE ADVICE. Unlimited access to powerful retirement planning tools. Available through your Selective Insurance Company of America retirement plan at no additional cost to you. LEARN MORE We create a personalized retirement plan that covers your investments, savings and retirement income. We pick investments and take care of transactions in your account. We assist you with customizing your plan, and keep it on track. Set your goals online or give us a call when you sign up at (800) 601-5957, M - F, 9AM - 9PM ET. We’ll work on your retirement plan and mail it to you in about two weeks. You can tailor your plan to fit investing preferences or to consider other investments you hold. SELECTIVE INSURANCE COMPANY OF AMERICA MAKES IT EASY AND AFFORDABLE TO GET INVESTMENT ADVICE. ABOUT $4.58 PER MONTH FOR EACH $10,000 IN YOUR ACCOUNT. DISCOUNTS MAY APPLY FOR LARGER BALANCES. SEE FEES AND DISCLOSURE.* THERE IS NO IMPACT ON YOUR TAKE-HOME PAY BECAUSE IT’S PAID FROM YOUR SELECTIVE INSURANCE COMPANY OF AMERICA ACCOUNT. CANCEL ANYTIME. YOU'RE NOT LOCKED IN TO ANY LONG-TERM COMMITMENTS. NO HIDDEN COSTS SELECTIVE INSURANCE COMPANY OF AMERICA HAS NEGOTIATED A PROGRAM FEE FOR PROFESSIONAL MANAGEMENT.* THROUGH SELECTIVE INSURANCE COMPANY OF AMERICA, PROFESSIONAL MANAGEMENT COSTS ABOUT 50% LESS THAN WHAT YOU MIGHT PAY ELSEWHERE--NO MORE THAN 0.55% OF YOUR ACCOUNT BALANCE ANNUALLY.1 LOW FEES SELECTIVE INSURANCE COMPANY OF AMERICA MAKES IT EASY AND AFFORDABLE TO GET INVESTMENT ADVICE. LOW FEES SELECTIVE INSURANCE COMPANY OF AMERICA HAS NEGOTIATED A PROGRAM FEE FOR PROFESSIONAL MANAGEMENT. THROUGH SELECTIVE INSURANCE COMPANY OF AMERICA, PROFESSIONAL MANAGEMENT COSTS ABOUT 50% LESS THAN WHAT YOU MIGHT PAY ELSEWHERE--NO MORE THAN 0.55% OF YOUR ACCOUNT BALANCE ANNUALLY.1 NO HIDDEN COSTS ABOUT $4.58 PER MONTH FOR EACH $10,000 IN YOUR ACCOUNT. DISCOUNTS MAY APPLY FOR LARGER BALANCES. SEE FEES AND DISCLOSURE. THERE IS NO IMPACT ON YOUR TAKE-HOME PAY BECAUSE IT’S PAID FROM YOUR SELECTIVE INSURANCE COMPANY OF AMERICA ACCOUNT. CANCEL ANYTIME. YOU'RE NOT LOCKED IN TO ANY LONG-TERM COMMITMENTS. SPECIAL OFFER FOR YOUR SELECTIVE INSURANCE COMPANY OF AMERICA ACCOUNT Sign up by July 28, 2023, and use it with no program fees until Oct. 27, 2023. If you continue Professional Management beyond Oct. 27, 2023 the program fee will apply after Oct. 27, 2023. Enroll in Professional Management First name Please enter your first name. Last name Please enter your last name. ZIP code Please enter a valid Zip code.Use the 5 digit Zip code that we have on file. Use the Zip code that we have on file. Date of birth Please enter a valid date of birth. Last 4 digits of SSN Secure Server Secure Server Please enter last 4 digits of SSN. Email Optional Optional Please enter a valid email address. Phone number Optional Optional Please enter a valid phone number. Sign up now Cancel at any time, without penalty Clicking "Sign up now" authorizes Financial Engines Advisors L.L.C. to manage your account and deduct program fees. By clicking "Sign up now", you agree to the Terms & Conditions (including the Supplement), and you acknowledge that you have received Edelman Financial Engines Privacy Policy, Form ADV and Form CRS. You confirm that you can view and print the Legal Information and consent to electronic delivery thereof. You can also request a free paper copy at any time. By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition to proceed forward. For texts, text STOP to cancel, HELP for help. Message and data rates may apply. Message frequency may vary. Selective Insurance Company of America is providing you an opportunity to experience Professional Management. Pay no program fees until Oct. 27, 2023, if you sign up by July 28, 2023. We're here to help. Call (800) 601-5957 M - F, 9AM - 9PM ET We'll optimize your portfolio for your goals and manage it over time so you don't have to. You can be highly involved or just check in occasionally– we’ll keep you updated quarterly. You can cancel at any time, for any reason, without penalty. https://www.financialengines.com/maoachoice/start.act?t=null&s=GW-PRD-20230720-0745-0000554&br=558&targetPoint=PRODUCT_CHOICES&targetTab=OA&fromPoint= A LOW-COST WAY TO GET EXPERTISE. × * Low annual rate of no more than 0.55%. Discounts may apply for larger balances. * Discounted through Selective Insurance Company of America. That's about 50% less than what you might pay on your own elsewhere.* * Paid from your Selective Insurance Company of America account(s). There's no impact on your take-home pay. * Cancel anytime. You're not locked into any long-term commitments. Professional Management Fees Portion of Account Annual Rate Monthly Amount Up to $100,000 0.55% $4.58 per $10,000 Between $100,000 & $250,000 0.45% $3.75 per $10,000 Over $250,000 0.35% $2.92 per $10,000 Professional Management fees are charged at the frequency and in the manner as detailed in the Terms & ConditionsSupplement; monthly fee examples for illustrative purposes only. *The industry average is based on reporting in PriceMetrix’s, “The State of North American Retail Wealth Management, 10th Annual Report” which found that based on PriceMetrix’s proprietary database (as of the end of 2020 was comprised of detailed client-holdings and transaction information from roughly 70,000 financial advisors), the average fee in 2020 for accounts with assets between $1M and $1.5M was 1.05%. For the same asset range, the 2019 average fee was 1.05% and the 2018 average fee was 1.06%. Industry average fees are subject to change. Investment Advisor services vary, and some advisors in the studies may provide different services than Financial Engines Advisors L.L.C. The report is available here. Close LEGAL INFORMATION × * Terms of Service * Supplement * Privacy Policy * Website Terms of Service * Security Statement * Disclosure Brochure * Advice on Outside Accounts * Chat Usage Terms * Online Privacy Statement * Do Not Share My Personal Information * Form CRS Close ERROR × Close DO NOT SHARE MY PERSONAL INFORMATION * YOUR PRIVACY * STRICTLY NECESSARY COOKIES * ADVERTISING COOKIES * PERFORMANCE COOKIES * FUNCTIONAL COOKIES YOUR PRIVACY Like many online services, Edelman Financial Engines uses cookies and similar technologies to enhance your online experience. When you visit our website, we store cookies on your browser to collect information. The information collected might relate to you, your preferences or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. However, you can choose not to allow certain types of cookies. Click on the different category headings to find out more and change your settings according to your preference. For information about our privacy practices, please refer to our Privacy Policy STRICTLY NECESSARY COOKIES Always Active These cookies are necessary for our sites and services to function and cannot be switched off. ADVERTISING COOKIES Advertising Cookies Active These cookies may be set through our sites and services by our advertising partners. These companies may use cookies and similar technologies to try to tailor the ads you see online to your interests based on your activity over time across our services and other sites, or your interaction with our emails. 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