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 are your top priorities for employee health and well-being in 2022?

What are the most innovative programs that you will focus on in 2022 and 2023?

Looking at our three moonshots surrounding costs, culture, and care, which do you align with the most? What are you doing in this area?

If you could automatically receive a 25% reduction in costs in three areas/programs, what would your dream list be?

Is there an area where you were able to either create savings or stop costs from rising?

Are you doing anything to reimagine corporate culture and wellbeing?

If there were two physical solutions that could be turned into virtual or remote care instead, what would those be?

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?

Sessions Speaking

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1 Conference. 3 Moonshots.

Remember the mission to reach the moon? In 1962, President JFK set forth a vision. He initiated a movement that outlived him! Even in his death, the mission was accomplished seven years after his famous speech. Now we’re on a five-year mission, and it's not about us. This is a mission for you – the individual, the stakeholder, the employer healthcare and benefits professional. Join the mission to reduce costs, reimagine culture, and reinvent care.