Corebridge vs Buckman Wealth Connect

At Corebridge Financial, action is everything. And with the Corebridge mobile app, you can take action from anywhere. Learn if you are on track for retirement and receive suggestions on small changes you can make to reach your goals. Easily view account history, fund performance, and savings strategy all in one place. It’s easy to stop looking ahead and start moving ahead when you have the power to act at your fingertips. Key features: • Easy plan enrollment - A guided process helps you get started in your workplace retirement plan with ease. Choose contribution amount, investment strategy and you’re done! Finish your enrollment by completing your online profile to secure account information. • Personal dashboard - Check-out your balance, progress, asset allocations, transaction history and more from your personal dashboard. Link additional accounts to view all your investments in one place. • Simplified transactions - In just a few quick clicks, you can update your contributions, manage beneficiaries, add a trusted contact, go paperless with e-Delivery, and adjust your asset allocation. • Retirement guidance - Let our interactive retirement readiness tool help you learn if you are on track for retirement or if a few quick adjustments can help. Make changes to your strategy instantly and see how your progress improves. • Financial wellness experience - Become active in your learning journey and explore tools, articles and calculators aligned to your greatest financial wellness need. Everything changes when knowledge turns to action. • Secure features - Multi-factor authentication and biometric capabilities are available to help safeguard your account from fraud and cyber threats.

Buckman Wealth Connect Buckman Wealth Connect gives you a secure and convenient way to stay connected to your financial life—anytime, anywhere. With Buckman Wealth Connect, you can view your investment accounts, monitor your portfolio, track your net worth, and see your overall financial picture in one easy-to-use app. You can also connect outside accounts, including bank accounts, 401(k)s, annuities, and other assets, helping you keep your finances organized in one place. Access your personalized financial plan, track your progress toward retirement and other important goals, and explore “What If” scenarios to see how different financial decisions may impact your future. Buckman Wealth Connect also provides secure access to important documents and information through your personal client vault. Whether you’re checking your investments, reviewing your financial plan, or simply looking to stay organized, Buckman Wealth Connect helps keep your financial future within reach. Your wealth. Your goals. Your financial picture—all connected.