Product Updates — January 2023

2023 isn't the only new experience rolling in this month. Read on to see what exciting changes you can look forward to.

Estate Planning Checklist Coach

End-of-life planning can get overwhelming. Because of this, Banzai made a personalized Coach that walks users through one of the most important end-of-life options—Estate Planning. The Estate Planning Checklist Coach carefully takes its users through thought-provoking questions and encourages them to consider whether they have important property they'd like to keep in the family and who they'd like to give that property to before they're gone.

Before asking the user to list specific assets, this Coach explains what each category of asset is—real estate, liquid assets, non-liquid assets, etc.—and creates an easy to follow checklist to help users make sure their estate is taken care of after they are gone. Check it out now!

Create a Holiday Budget Coach

The Create a Holiday Budget Coach helps users set a budget and build an expense list for anything from gifts to party supplies. Not to mention the illustrations throughout the Coach are immaculate! Now that the new year has started, consider building an early holiday budget—that way you're more prepared when the gift-giving season sneaks up on you again. Try it out.

Updated Articles

In the spirit of the new year, we've updated 10 Wellness Center articles and plan to update many more across the span of the new year.

• Investment Warning Signs and Red Flags
• Budgeting
• Picking the Right Credit Card for You
• Making Critical Retirement Choices
• Protect Yourself Online
• Sick and Can't Work—You've Got Options
• Disability Benefits & Insurance
• Retirement Savings & Divorce—How Are Assets Split?
• Health Insurance Basics
• 5 Health Insurance Questions for 2023