Welcome to your QuickCheck Action HUB
Where you come to get the "need to know" and helpful empowering tools
So you've sat through annual open enrollment and heard all about your company's healthcare plan and other fringe benefits. You've diligently gone to company retirement plan educational seminars and taken notes. The big question is, "NOW WHAT?" What do I do with all that information to better manage my financial stuff? What can I do to make sure my future self is happy and living life as imagined?
This page is about following through with your QuickCheck Action Items. Its about growing your new found awareness and gives you access to DecisionPoint's QuickGuides and helpful QuickLinks to non-proprietary information and helpful places to gain informed decision making confidence and validation.
What follows is all about helping you take action, becoming financially better all the way up to total peace of mind. Here you fill the gap between information and education, and taking action. Congratulations to you for taking care of you, your loved ones and your best interests.
quickcheck action hub
Power of the Question
How do you protect your self-interest when interacting with financial service professionals? Simple, ask key questions directly. The power of the question helps you not just listen to the answer, but to watch what the advisor is saying non-verbally. They say 70+% communication is body language. DecisionPoint helps you focus on the entire message.
QuickGuides - Finding Mr. or Ms. Right
We believe that everyone should have a relationship with a good financial advisor. If you work with a financial professional, or are seeking a financial professional this area is for you.
QuickCourses - Investing Building Blocks
QuickCourses - Investing Building Blocks
Save yourself 400-600 pages of reading in the financial self-help books. Learn the basic building blocks on a good investment plan for you. We attempt to demystify investments. A pencil and printed QuickCourse is all you need and maybe 10 minutes of your time.
QuickGuide - Annuities
QuickCourses - Investing Building Blocks
Annuities seem to be everywhere. The question is, "Is an annuity right for you?". Access and use our QuickGuides to conduct your own due diligence on an annuity that you are considering for purchase. Download and print the right QuickGuide adn then simply ask the key questions.
QuickGuide - Retirement Rollovers and IRAs
Wondering what you're going do with your employer sponsored retirement account(s) when you retire? Learn about typical retirement plan options and more importantly the key questions a financial professional needs to answer before you make your decisions.
QuickGuide - Protection
Financial Protection pretty much means life, disability, long-term care & property casualty insurance AND estate planning. This is the area you may hate thinking about, but its sort of important. It's the "What If..." talk. What if you pass away unexpected? What if you are in a horrible accident and are unable to act on your own behalf? What if you become ill and need some or substantial assistance? Morbid and ugly as it is, you have to deal with it.
delivering decision-making wisdom
Until made relevant, plan benefits will go unused
Benefits, resources, and tools contribute greatly to the overall well being of employees and their families. But everyday distractions and busy schedules often keep them from focusing long enough to see how these offerings can help them. QuickCheck™ programming increases plan utilization and amplifies the impact and relevance of existing educational and wellness programs.
Use Our Experience and Expertise and Develop Yours
We help benefit plan sponsors and managers increase utilization of offered benefits and reduce employee stress. We develop individual decision making confidence and skill. We help communicate the right information. We help simplify financial choices encountered during working and retirement years. We help employees adopt personal strategies to quickly and safely arrive at financial decisions that are in their best interests.
The problem - Financial decisions in a digital age
Challenges of a smartphone world
The information age has brought numerous benefits to our daily lives. Access to information, news, social media, shopping, travel, and the list goes on has never been so easy as it is in our smartphone and digital world.
Like most things, with great reward comes responsibility, meaning that with all the information, news, data, social media, and advertising algorithms that makes up the digital experience, the human brain is simply overwhelmed. The average smartphone user checks their device over 2,000 times daily. The average office worker checks email over 30 times per hour. This is the epitome of people living distracted lives. Every idle moment serves to cue and trigger an automatic cognitive habit of checking our mobile devices. In a snap, we're sucked into the digital world and its algorithms that foster and deepen individual preferences, even if they are inaccurate or harmful to our future selves.
By the end of the work day, many folks are left with a level of decision exhaustion. A natural result of information overload and mental fatigue that leaves little energy to focus and think through critical financial related decisions.
