Jeff Tulloch

Vice President

Plansmart - MetLife

Jeff Tulloch is vice president of MetLife’s PlanSmart® program.

In this role he is responsible for overseeing PlanSmart, MetLife’s financial education platform which provides education and assistance to meet the diverse financial needs of employees. Over 40% of the Fortune 500 companies currently rely on PlanSmart to support their financial wellness efforts.

Jeff is passionate about helping employees improve their financial wellness through education and is committed to empowering them to take action to achieve their financial goals. He speaks at various seminars on the topic and also works with MetLife leaders globally to bring financial education to international employees of companies located in countries such as India, Japan, and Mexico.

Jeff has served in a number of roles with MetLife since joining the company in 1996. Prior to his current role, he had responsibility for MetLife’s Strategic Alliance group, focused on establishing and managing distribution relationships with associations, affinity groups and a variety of other distribution organizations.

Jeff and his wife, Didi, live in Ridgefield, CT, and have two college aged sons. When he’s not promoting financial wellness, you can find Jeff on a ski slope, racing slalom, giant slalom and super g in the United States Masters division.

Speaker Questionnaire
What is the biggest thing you learned in 2020?

What do you feel are the two most important benefits or areas that need to be a top priority in 2021?

Can you share a story on an area of your healthcare program or employee benefits where you were able to create significant savings or stop costs from rising?

If you could automatically receive a 10-20% reduction in costs in three areas/programs, what would your dream list be?

What is the most innovative program you will focus on in 2021 and/or 2022?

How are you re-imagining corporate culture & well-being?

What virtual care solutions did you roll out during the pandemic? How valuable were they and why?

If you look at our 3 Moonshots - Costs, Culture, and Care; In one sentence, tell us what would be something positive for us to take from 2020 and bring into this new year?

1 Conference. 3 Moonshots.

Costs

Moonshot #1​

Reduce employer healthcare and benefits costs by 25% by 2025.​

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Culture

Moonshot #2​

Reimagine engagement and well-being.

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Care

Moonshot #3

Provide 40% of healthcare services virtually and through technology by 2025.​

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