90%
90% of employees feel it’s important for employers to offer
financial wellness programs.
90%
Number of employers promoting
financial wellness expected to nearly double as 90% express concern for employees’ financial troubles.
75%
75% of employees claim an
employer-sponsored financial wellness program would positively affect their financial stress.
According to Recent Studies:
Financial Wellness Resources to Differentiate Your Organization, Increase Productivity and Reduce Turnover with Employees and Clients!
Organizations across all verticals are becoming increasingly aware of the need to increase financial wellness and empowerment among their employees and clients. Studies show doing so has many advantages from increased productivity to greater job satisfaction, to lower employee and client turnover.
Financial Empowerment Series
Understanding Debt
Understanding Budgets
Understanding Credit & Credit Cards
Understanding Income & Your Paycheck
Understanding Buying or Leasing a Car
Understanding Renting or Buying a Home
Retirement Planning Series
Planning Strategies for Retirement
Planning Strategies at Retirement
The Basics of Investing
Understanding Annuities
Overview of Social Security
Focus on Social Security
Overview of IRAs
Insurance & Risk Management Series
Overview of the Need for Life Insurance
Overview of Disability Income
Overview of Long-Term Care
Critical Illness Coverage
Overview of Personal Lines of Coverage / Multiline Products
Understanding Medicare
Life Changes Series
Overview of College Planning
Overview of Just Life Changes
What Happens When Someone Dies
Special Needs Planning for Children
Financial Considerations of Divorce
Overview of Planning Strategies for Widowhood
Financial Wellness Digital Content Library Features Approximately 200 Learning Modules in the Following Areas and More:
Dept
Budget
Insurance
Retirement
Automobile
Mortgage
Home Equity
Savings
Over 50 Financial Calculators, Extensive Video Library and Over 700 Articles for Financial Wellness:
Worksite Marketing Employees
Schools and University Students
Home Office Employees & Field Staff
Existing Clients
Policyholders and Investors
Association Members
Our Financial Wellness Digital Content Is Designed To Be Used With the Following Types of Groups:
93%
93% of those who have
taken a class save money vs. 84%
of those who have not.
60%
60% of those who have
taken a class have a budget vs. 46%
of those who have not.
32%
32% of those who have taken
a class have invested money vs. 17%
of those who have not.
According to the Council for Economic Education
Students who have taken a class in personal finance are more likely to engage in financially responsible behaviors such as saving, budgeting, and investing.
Financial Wellness Content Designed for Schools and University Students!
Our platform has the tools and resources that are specifically designed to help educate students on reaching their financial goals, improving their financial literacy and to help them make the right financial decisions
The Financial Wellness content library immediately provides an excellent ‘go-to’ resource for students who are interested in both understanding and improving their financial situation.
Each individual session has its own 5 questions multiple-choice quiz and 5 personalized takeaways to enhance and reinforce the material.
The video coursework provides close captioning and voiceovers in Spanish and other languages.